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 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 GreenfeldApr 13, 20224 min8 Top Highlights from Federal Budget 2022On April 7th, Finance Minister, Chrystia Freeland announced the new proposed changed to the Federal Budget 2022. It contains many...
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 GreenfeldOct 8, 20204 minWhat is a Representation Agreement? Interview #1 with Vicki van As, Notary PublicGreenfeld Financial interviews Vicki van As, Notary Public to learn more about Representation Agreements.