Your personal finance journey starts here
Personal finance can feel intimidating, but we’re here to help. Explore frequently asked questions about everything from insurance to investment products and budgeting. We’ll meet you wherever you are on your journey.
What is an immediate financing arrangement (IFA)?
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What are the advantages of incorporating a business?
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Video
What is an estate freeze? What are the benefits?
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Video
What is key person insurance?
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Video
What is the difference between traditional benefits vs. health spending accounts?
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Video
What are Employee Assistance Programs (EAPs)?
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Infographic
How do you transfer a family business?
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How do you choose the right insurance plan for your employees?
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What are some tips for running an effective family business meeting?
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What insurance do I need as a business owner?
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What types of group benefits are available to me and my employees?
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Salary or dividends? How should you pay yourself?
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I'm self employed, what are some tax tips?
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