Jeff GreenfeldSep 111 min readThe New Family BankMany adult children are asking their parents or grandparents for financial help. If you are becoming the family bank, here are some tips.
Jeff GreenfeldJun 133 min readTax-Efficient Income for your RetirementLearn how Brian and Krista generated non-taxable income during retirement from their non-registered investment account.
Jeff GreenfeldApr 223 min readKey Highlights of Budget 2024Highlights of Budget 2024 including capital gains exemption, home buyers plan, and RESP enhancements.
Jeff GreenfeldSep 20, 20234 min readBoomers: 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 GreenfeldJun 21, 20234 min readSupport for Family Caregivers - Interview #9 with Family Caregivers of British ColumbiaBeing a caregiver can be emotionally stressful. Caregivers need support too! Learn how the Family Caregivers of BC can help!