Jeff GreenfeldSep 204 minBoomers: Talk Wealth Transfer with Your Kids! Get the Convo Going!Six steps to discuss wealth transfer with your adult children without disrupting family harmony. Get the convo going!
Jeff GreenfeldApr 41 minWealthTracker Video Series - April 4, 2023: Interview with ClearEstateDoes the thought of estate planning feel overwhelming and stressful? Are you looking to set up your estate in an easy, transparent, cost-eff
Jeff GreenfeldJan 93 min10 Reasons to Rethink Joint Tenancy With Your ChildrenAre you considering adding your adult child onto the title of your home? Think again! Here are 10 things to think about first!
Jeff GreenfeldNov 29, 20213 minYour Wealth Plan Requires a Team EffortWorking with your financial advisor's network of professionals brings a valuable perspective on your unique financial situation.
Jeff GreenfeldAug 26, 20214 minWhat does estate clearing encompass? Interview #4 with April FluevogThank you April for joining me to participate in the Greenfeld Interview Series. I am curious to learn more about the services your firm,...
Jeff GreenfeldAug 9, 20213 minRetirement downsizing becomes rightsizingThinking about downsizing now that you are retired? Perhaps you have a “guest room” in your home that hasn’t seen an actual guest in years?
Jeff GreenfeldFeb 3, 20213 minRetirement Reality Check ~How Working with a Financial Planner helped Jim and Cindy meet their retirement goals! The roofer stepped off the extension ladder beside...
Jeff GreenfeldNov 18, 20203 minRegistered Disability Savings Plan – How Lesley secured her financial future“I don’t know how I am ever going to save for my retirement” said Lesley to her best friend Kayla. “Ever since my injury at work, I worry...
Jeff GreenfeldFeb 27, 20202 minLife Insurance in your late '50s? In this case, yes!!You are in your late '50s and you children are adults. A financial review with your Investment Advisor will help you decide.
Jeff GreenfeldOct 30, 20193 minHow much do you love your ex?Jerry and Carol thought a vacation away together would solve all their problems. Recently it seemed that all they were doing was...
Jeff GreenfeldJul 4, 20191 minManage your Real Estate Investment with Manulife BankInvesting in real estate can be an attractive and effective way to build wealth but it takes a lot of time and energy to manage the...
Jeff GreenfeldJul 4, 20192 minMaking A Case for Aging in PlaceWhen his grandchildren are playing in the tree house or gathering for a holiday dinner in the home he has spent decades refurbishing,...
Jeff GreenfeldJul 4, 20194 minSix Ways to Pass on the Family CabinAs Canadians, we love the outdoors. You’ll find us kayaking down a river, snowboarding down the local slopes and hiking the local...