Seneca Reid Ltd Logo

Life Centred Financial Planning

Why it pays to stay invested

Posted by Andrew_Smith on Tuesday 31st of August 2021


Develop an Estate Plan to Give Your Family a Great Return on Life

Posted by Andrew_Smith on Tuesday 17th of August 2021

Designing an estate plan that cares for your loved ones and makes a positive impact on the world isn’t as simple as deciding who gets how much of what. Your answers to these three questions will help you weigh your family’s unique dynamics and your values as you lay the foundation for a generational legacy.

 

1. Do I want to divide my assets between my heirs and my favourite charities?

Leaving everything to "the sensible child" and trusting that person to make smart decisions with your assets is certainly the easiest estate-planning strat...


Envision Retirement -- Even If You Don't Want To

Posted by Andrew_Smith on Tuesday 17th of August 2021

No, you're not the only soon-to-be retiree who's reluctant to leave your working days behind. What we do is so tied up in who we are that it can be difficult to picture yourself without a 9-to-5 job, even if part of that picture involves a home by the sea or daily tee times. Where some retirees see carefree days and endless possibilities, you might be staring at a blank calendar worried that you're going to go crazy without meetings, deadlines, and tasks that fill you with purpose.

Answering these three questions will help you start to fill...


Investment Update - Dicing with the delta variant

Posted by Andrew_Smith on Friday 6th of August 2021

With the UK leading the way in lifting its pandemic restrictions, the coronavirus Delta variant has put many countries on edge.

Nations experiencing a surge in the Delta variant of the coronavirus are in a race between vaccinating a majority of the public and getting ahead of the new strain in order to lift restrictions with confidence. The US, UK and EU are experiencing spikes in the rates of infections and there is some worry from economists about Europe’s previous positive outlook experiencing a setback due to the rapid spread of the v...


Archive