Specialized financial planning, portfolio management & wealth generation for business owners & incorporated professionals. 📍YYZ #TeamDFG #WealthNavigators
Toronto, Ontario
Joined August 2018
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When your spouse passes away, living in the same house you shared with them can be confusing because of the memories and how empty it feels without them.
Should you stay, or should you sell?
There are many things to consider, and outsiders will give their opinion, but the decisio
What if I don't want to leave my home after my spouse dies?
Do I have to? Can I financially continue to live there? Do I have options?
Press play to hear Irene Kaushansky talk about ways to earn extra income while deciding whether to stay or sell.
Want to hear more? Check out t
Tax-free money!
Click play for this short audio clip to learn how TFSAs work as a tax shelter and how the growth is tax-free:
Get the complete episode here: bit.ly/MWMep07
#MyWidowedMoney #Podcast #TFSA #TaxesCanada #FinancialPlanning #Investing #Saving
Talking about money when you're starting a new relationship can be a hard thing to do.
However, it is crucial to clarify how expenses will be split, if a joint bank account will be set up, and what to do in the case of a breakup.
These discussions will make the relationship more
When life gets tough, we have two choices: give in, or move forward.
In this short audio clip from the first episode of My Widowed Money, I talk about how I was able to move on after losing my wife, Mary.
Download the full episode here: bit.ly/MWMep01
Read about cottage sharing & how you can keep it the family. Happily.
richarddri.ca/keeping-the-co…
#cottage #cottagecountry #summergetaway #widow #widowers #family #estateplanning #canada #muskoka #summer
When I became a #widower, my "To Do List" doubled, I needed a strategy to get everything done.
Meal Kits saved me 6-8 hours of meal prep per week.
Read my blog for 8 other time savings advice for widows and widowers
richarddri.ca/nine-simple-wa…
#
A ring is a symbol of "till death do us part".
But when one spouse passes away where does a ring belong? A highly personal decision – right?
bit.ly/3cOK1UL
#widow #widower #widowhood #marriage #weddingrings #Money #longweekend
Hot summer days and Lemonades.
Check out this article I wrote about why parents spoil their kids and ruin their future. livesocial.seismic.com/tCZSU…
July is a good time to review the year so far and realign strategies to ensure you are on track with your investment goals.
Read more 👉 richarddri.ca/fireworks-fina…
#Canada #summer #wealth #AssetAllocation #retirement #portfolio #FinancialPlanning
A surprising number of us never ask "why" we're investing. We just do.
Here's a quick read on some important questions that could help you identify your "why" & help you identify how close you are to your "why"
richarddri.ca/fireworks-fina…
#busines
A surprising number of us never ask "why" we're investing. We just do.
Here's a quick read on some important questions that could help you identify your "why" & help you identify how close you are to your "why"
richarddri.ca/fireworks-fina…
#busines
There is so much to do in #summer.
This may also be a good time to ask some tough questions richarddri.ca/fireworks-fina…
on a mid-year portfolio review
#summer #good #PositiveVibes #Finance #FinancialPlan #retirement
There is so much to do in #summer.
This may also be a good time to ask some tough questions richarddri.ca/fireworks-fina…
on a mid-year portfolio review
#summer #good #PositiveVibes #Finance #FinancialPlan #retirement
July is a good time to review the year so far and realign strategies to ensure you are on track with your investment goals.
Read more 👉 richarddri.ca/fireworks-fina…
#Canada #summer #wealth #AssetAllocation #retirement #portfolio #FinancialPlanning
A #cottage can symbolize family ties & the bond of love, but for some, it also symbolizes a source of pain & struggle🏡🏠 Read about cottage sharing
richarddri.ca/keeping-the-co…
#cottagecountry #summer #summergetaway #widow #widowers #family
