by Endurance Wealth Partners Canada | Jan 22, 2025 | Estate Planning, Philanthropic Planning
A previous blog—“Have you built charity and philanthropy into your estate plan?”—provided an overview of strategies to give to charities on death. Now, let’s delve more deeply into how you can plan for a direct gift to charity in your estate plan. Here are five ways...
by Endurance Wealth Partners Canada | Jan 6, 2025 | Financial Literacy, Retirement Planning
When you imagine the post-secondary education you’ll fund with a Registered Education Savings Plan (RESP), you may first think of a university or college. However, the government lists several hundred institutions beyond traditional universities and colleges that have...
by Endurance Wealth Partners Canada | Jan 6, 2025 | Estate Planning, Financial Planning, Lifestyle
Life is different once your children leave home and start out on their own. Whether you have a sense of melancholy or feel free and easy as you look forward to a new chapter, it’s important to recognize that various aspects of your financial life may change. More...
by Endurance Wealth Partners Canada | Dec 30, 2024 | Financial Literacy, Tax Planning
Tax season is approaching, which means looking for credits and deductions to pay less tax wherever possible. However, other opportunities are available to save tax that may be implemented at any time during the year. Here are various tax-saving strategies—some...
by Endurance Wealth Partners Canada | Dec 23, 2024 | Lifestyle, Retirement Planning
How much annual retirement income can you safely withdraw? Which source of savings should you access first? When should you start government benefits? What guidelines can you follow? There is no cookie-cutter approach to withdrawing retirement income. Here are just...
