Welcome to the Financial Planning resources page. All blogs are DeLauretis Wealth Management’s original material. You will also find useful articles that DWM has contributed to.
DWM Blog Posts
Families Fighting Estate Battles in Court
Financially Organized Rescue
Getting to the Heart of It
Insurance Matters of Divorce
Le Sexy Tax Season – OH LA LA!
My Financial Planner
Not Putting All Your Eggs in One Basket
Own Your Dreams
Personal Financial Year-End Tabulation
Securing the Big Picture in 2017
Which Family are You?
You Think It Will Never Happen to You
DWM Article Contributions
How to Keep the Home in Retirement (Morningstar, Vikram Barhat, February 2021)
How Much Money Do You Need for Retirement? (Toronto Star, Vikram Barhat, March 2019)
Advisors Dish Up Details from the Gender Divide (Advisors.ca, March 2018)
As Market Drops, Here’s How Advisors are Communicating (Advisors.ca, February 2018)
How to Finance Continuing Education (Toronto Star, Vikram Barhat, October 2017)
Choose the Goal with the Better ROI (Toronto Star, Vikram Barhat, February 2017)
Key Difference Between Actively Managed Funds and Actively ETFs (Globe and Mail, Vikram Barhat, February 2015)
Which Services Do Clients Value Most? (Advise.ca, by Suzanne Sharma, Deputy Editor of Advisor Group, October 2013)
Working to Pay the Sitter (Golden Girl Finance, April 2014)