Richard Dri
@DriFinancial
Specialized financial planning, portfolio management & wealth generation for business owners & incorporated professionals. 📍YYZ #TeamDFG #WealthNavigators
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Sage advice for the recently widowed who are considering selling their home. Tune in now to the newest episode of My Widowed Money to hear how Irene Kaushansky, talks about the choices you have when it comes to selling your home or keeping it after the loss of a loved one: https:
Moving is one of life's most stressful experiences. The packing, the paperwork, the uncertainty. Now, add that you're also a recent widow or widower to the mix! What an emotional overload! >mind blown emoji< In today's episode of My Widowed Money, Palma and I sit down with
When your spouse passes away, living in the same house you shared with them can be confusing because of the memories and how empty it feels without them. Should you stay, or should you sell? There are many things to consider, and outsiders will give their opinion, but the decisio
You decided to downsize; now what? In today's episode, we discuss the many emotions surrounding selling your home and the factors you must consider if you choose to sell. Join Palma and me as we chat with Irene Kaushansky, about what widows and widowers should take into account
What if I don't want to leave my home after my spouse dies? Do I have to? Can I financially continue to live there? Do I have options? Press play to hear Irene Kaushansky talk about ways to earn extra income while deciding whether to stay or sell. Want to hear more? Check out t
Tax-free money! Click play for this short audio clip to learn how TFSAs work as a tax shelter and how the growth is tax-free: Get the complete episode here: bit.ly/MWMep07 #MyWidowedMoney #Podcast #TFSA #TaxesCanada #FinancialPlanning #Investing #Saving
When you become widowed, many things change, including your investment strategy. Hear how Palma and I were affected after the death of our spouses in this week's conversation with My Widowed Money: bit.ly/MWMep06 #MyWidowedMoney #Podcast #Widowhood #Investments #RRSP
Don't leave your loved one in the dark when it comes to your RRSP. Learn the importance of having the correct beneficiary in this week's episode of My Widowed Money! The full episode here: bit.ly/MWMep06 #MyWidowedMoney #Podcast #RRSP #RetirementPlanning #Widowhood
Talking about money when you're starting a new relationship can be a hard thing to do. However, it is crucial to clarify how expenses will be split, if a joint bank account will be set up, and what to do in the case of a breakup. These discussions will make the relationship more
When life gets tough, we have two choices: give in, or move forward. In this short audio clip from the first episode of My Widowed Money, I talk about how I was able to move on after losing my wife, Mary. Download the full episode here: bit.ly/MWMep01
Read about cottage sharing & how you can keep it the family. Happily. richarddri.ca/keeping-the-co… #cottage #cottagecountry #summergetaway #widow #widowers #family #estateplanning #canada #muskoka #summer
When I became a #widower, my "To Do List" doubled, I needed a strategy to get everything done. Meal Kits saved me 6-8 hours of meal prep per week. Read my blog for 8 other time savings advice for widows and widowers richarddri.ca/nine-simple-wa… #
Friends, I am working on a new podcast entitled "Widowhood, Money, and Relationships". If you think your story can offer insights to others in a similar situation, please reach out to be a guest on the #podcast. #speaker #story #influencer #blogger #widow #widower
A ring is a symbol of "till death do us part". But when one spouse passes away where does a ring belong? A highly personal decision – right? bit.ly/3cOK1UL #widow #widower #widowhood #marriage #weddingrings #Money #longweekend
Hot summer days and Lemonades. Check out this article I wrote about why parents spoil their kids and ruin their future. livesocial.seismic.com/tCZSUT
July is a good time to review the year so far and realign strategies to ensure you are on track with your investment goals. Read more 👉 richarddri.ca/fireworks-fina… #Canada #summer #wealth #AssetAllocation #retirement #portfolio #FinancialPlanning
Friends, I am working on a new podcast entitled "Widowhood, Money, and Relationships". If you think your story can offer insights to others in a similar situation, please reach out to be a guest on the #podcast. #speaker #story #influencer #blogger #widow #widower
A surprising number of us never ask "why" we're investing. We just do. Here's a quick read on some important questions that could help you identify your "why" & help you identify how close you are to your "why" richarddri.ca/fireworks-fina… #busines
A surprising number of us never ask "why" we're investing. We just do. Here's a quick read on some important questions that could help you identify your "why" & help you identify how close you are to your "why" richarddri.ca/fireworks-fina… #busines
There is so much to do in #summer. This may also be a good time to ask some tough questions richarddri.ca/fireworks-fina… on a mid-year portfolio review #summer #good #PositiveVibes #Finance #FinancialPlan #retirement
United States Tendances
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