How Your Money Mentality Should Change in Retirement
Retirement changes everything. Has your money mentality changed with it?
Giving Season Has Arrived! Here's 5 Ways to Maximize Your Year-End Giving Strategy
As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.
Your Guide to Year-End Charitable Giving
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.
Let's Chat with Jonathan Popper, Senior Portfolio Manager, Manulife Investment Management
Think We're a Good Match? A Helpful Guide for Referring Us to Your Friends & Family
Do you like working together? If so, there may be someone in your life who could benefit from our help as well. Here's a quick guide to referring us to your loved ones.
Your 2022 Tax Filing Season To-Do List
The tax season is officially here. If you haven't already, now is the time to get prepared.