Finucci Allen Smith Wealth

08/31/2026

Traditionally, financial planning has focused on one core question: Do you have enough money to retire? Today, that question is just the starting point as planning evolves to incorporate physical, social and cognitive wellness. It’s about thriving across every dimension of life.

This recent episode of the Mel Robbins Podcast speaks beautifully to the topic of longevity and how to think about aging, retirement and your future. And bonus? It features Dr. Joe Coughlin of MIT AgeLab, who is always an engaging listen.

Check it out – and reach out if it sparks any thoughts about your own planning needs.

Mel sits down with Dr. Joseph Coughlin, founding director of the MIT AgeLab, for a research-backed wake-up call that will change your life.

08/28/2026

As we age, our physical health undergoes many changes. Older adults may also start to experience changes in their cognitive health. An important part of successful aging is keeping your brain active.

Learn how in Successful Aging: Tips for Keeping Your Body and Mind Sharp from Cleveland Clinic Canada, your experts in living well: https://cle.clinic/4gCsJqW

To find out more about our strategic relationship with Cleveland Clinic Canada, reach out to me.

08/26/2026

What does it really take to retire well? David Chilton, author of The Wealthy Barber, is about to find out firsthand. After decades of helping Canadians plan for the future, he's entering retirement himself.

In a recent episode of The Hart of It All, he talks with Teri Hart about what those years really require. He shares his family's experience navigating his 93-year-old father's dementia and long-term care, and why so many Canadians assume the government will fully cover future care costs.

The conversation reinforces something I discuss with clients often: longevity planning matters. A longer life means planning for the longer run, with a focus on financial, physical, cognitive, and social wellness, along with honest family conversations before a crisis forces rushed decisions.

Listen here:

Apple: https://apple.co/3SUZYxS

Spotify: https://bit.ly/4gyhboC

08/24/2026

Sector ETFs and benchmark indexes try to track the same thing, an economic sector, yet differences in regulatory frameworks complicate the comparisons.

08/21/2026

The family cottage holds more than just memories — it holds the potential for family conflict if you haven’t decided who owns it next. Rising costs, geography, practicality; the reasons to pass on a property (or not) are deeply personal but they're worth discussing with family. Here are some thoughts to help start the conversation: https://bit.ly/4qymKrY

08/19/2026

Saving for your child's education? Thoughtful education planning goes beyond simply setting money aside in an RESP - it's about optimizing contributions, grants, and growth to maximize opportunities. Questions? Send them our way.

08/17/2026

Canadians continue to face financial strain amid the heightened cost of living, according to the latest report from Equifax, which shows younger people generally struggle the most.

08/14/2026

From websites visited to social media interactions, you leave behind a digital trail of online activity. Here’s how a few simple habits can help protect your personal and financial information while being online. The post Refresh, Reset & Remove: Why and How to Secure your Digital Footprint appeared first on RBC Royal Bank.

From websites visited to social media interactions, you leave behind a digital trail of online activity. Here’s how to help protect your information online.

08/12/2026

TORONTO — Canadian and U.S. stock markets moved lower on Thursday as rising oil prices weighed on investor sentiment. The S&P/TSX composite index was down 10.11 points at 36,136.31. The consumer cyclicals sector weighed on the index while the energy sector saw gains.

Canadian and U.S. stock markets moved lower on Thursday as rising oil prices weighed on investor sentiment.

08/03/2026

The country’s renewed investment to defence presents a once-in-a-generation economic opportunity for Canadian businesses. Here’s how businesses can deliver on that commitment. The post How Canada’s New Defence Policy Can Help Boost Business Growth appeared first on RBC Royal Bank.

Canada's renewed investment to defence presents a once-in-a-generation economic opportunity for Canadian businesses. Here’s how businesses need to know.