A space to learn more about personal financial planning. You can expect regular posts covering a range of topics from tips & tricks, to big decisions that matter for DB Pension Members, Incorporated Business Owners, DIY Investors, and those making big life pivots.  

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General Planning Charles Legge General Planning Charles Legge

Planning for Your Death Is the Ultimate Act of Love: Simple steps to help you get started

Planning for the worst — incapacity, or death— is an act of love that relieves administrative and financial burdens for those who matter most to you. By preparing and having difficult conversations now, you can avoid unnecessary stress and potential conflict down the road.

My goal with this post is to distill a simple action plan for working professionals who might otherwise say “estate planning is only for the rich, I don’t need to worry about that right now”.

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Incorporated Solopreneurs, Preparing to Gybe Charles Legge Incorporated Solopreneurs, Preparing to Gybe Charles Legge

💼 Thinking of Going Solo? Practical thoughts for navigating your finances through the transition to independent contracting/consulting practice.

Independent contracting or consulting is a big life choice, it also has many financial planning considerations. Can I afford to do this? Should I Incorporate? How should I manage year one cash flows. We offer practical tips to navigating this exciting transition.

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