Deanne Gage

The best-selling author talks about turning prospects into clients

Demand for used cars can mean bargains for new ones

Buying used, skipping the extended warranty and stretching out payments might not be beneficial for some consumers today

FPAC members will have access to Kitces.com content and receive CE credits from FP Canada

The advisor with Aligned Capital Partners is the recipient of the FPAC 2025 Financial Planning Award

The trade association reported a net surplus for 2024

Owning a home isn’t the only path to wealth

A central database featuring all client assets has worked well in other countries

As incomes rise, savings often get left behind, competing with clients’ needs and wants

Wise executors will notify beneficiaries ahead of time about the investment strategy for the estate

At tax time, deductions are about more than just daycare

Bridge benefits are complicated because retirees commence CPP and OAS at different ages

The gap could be costly for those diagnosed with a serious illness

More clients are realizing that estate planning isn’t only about who gets what

Singles enjoy fewer tax benefits in retirement, but planning can help even the playing field

Designating a charity as beneficiary can be tax-efficient, especially for wealthy clients

Client satisfaction is just the beginning

Discussions about philanthropy often start with questions about what drives clients to give back

When David Wm. Brown died unexpectedly in 2021, the multigenerational family firm benefited from a succession plan that was already underway

Following adult children and their families to a new locale may make sense financially, but it isn’t without challenges