Page 4 - Total Wealth News Today

David Dubofsky is co-author of Your Total Wealth: The Heart and Soul of Financial Literacy. He is also the author of over 40 academic articles. Previously, he taught finance at Texas A&M University, Virginia Commonwealth University and University of Louisville.

Estate planning articles often focus on how to estate plan for yourself. They seldom address that as our parents age, we may be required to provide care for them, and by extension of that ensure that their affairs are in order.

Another version of your “retirement number,” a simple wealth gap calculation could be eye-opening for retirement savers – especially business owners.

It is a good idea to maintain, and keep current, a database of your key contacts and important documents as part of your estate planning.

The Canada Revenue Agency's My Account service provides an easy way for portfolio manaers to access clients’ tax information.

Good morning and welcome to your Morning Briefing for Monday 10 January, 2022. To get this in your inbox every morning click here. Tavistock eyes LEBC The sign Tavistock is undergoing a change of direction and strategy was flagged up by the sale of its wealth arm to Titan. Its latest half-year results released in

Opening the communication channels is key when helping couples in blended family situations.

Second Opinion Series, Part 3 of 3: Tips on getting another view on your investments

SJP announces second merger of partner firms in a week As the wealth manager reports £135bn of funds under management in Q1 2021 Future Wealth Management has merged with Total Financial Wealth Management, bringing together two southwest-based appointed representatives of St James’s Place (SJP) Wealth Management. Frome-based Total Wealth Management is led by Colin Mould, while Bath-based Future Wealth Management was established in 2012 by Nigel Coleman, Steven Andrews and Keith Tadhunter. The...

As the wealth manager reports £135bn of FuM in Q1 2021 Future Wealth Management has merged with Total Financial Wealth Management, bringing together two southwest-based appointed representatives of St James’s Place (SJP) Wealth Management. Frome-based Total Wealth Management is led by Colin Mould, while Bath-based Future Wealth Management was established in 2012 by Nigel Coleman, Steven Andrews and Keith Tadhunter. The merger brings total funds under management for Future Wealth Management t...