Articles of Financial Interest

ByMarie DeLauretis

Podcast – May 18, 2021
Financial TalkLine with Elena Russell
Financial Planning Trends in the age of Covid – interview with Marie DeLauretis, CFP. CFDS, RIS

All blogs are DeLauretis Wealth Management’s original material. You will also find useful articles that DWM has contributed to.

DWM Article Contributions 
How to Keep the Home in Retirement (Morningstar, Vikram Barhat, February 2021)
Keep Clients Calm Through Turmoil (Investment Executive, Maddie Johnson, October 2020)
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)

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?
Wisemen Say
You Think It Will Never Happen to You

Articles of Interest
Death, Fees & Taxes by Manulife
Big Purchases by Advocis
The Greatest Asset Bubble of All Time by Of Dollars and Data
Women and Financial Planners by Financial Planning for Canadians

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Financially Organized Rescue

ByMarie DeLauretis

No doubt, for many individuals, financial planning, or just thinking about organizing your finances can be overwhelming.  How does one begin? Indeed, where to begin? But financial planning does not have to be a daunting process.  It should begin however, with a financial organizational strategy. If you think about it, it is essentially, the gathering…

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Which family are You?

ByMarie DeLauretis

It is remarkably easy to predict which families will preserve inherited capital, manage each other’s care and avoid destructive litigation. One need only look at an individual’s commitment to planning, implementing and communicating basic information to family and friends while they have the capacity and the wisdom to will. Thomas William Deans Ph.D., Professional SpeakerAuthor…

Wisemen Say

ByMarie DeLauretis

WISEMEN SAY:If the key to growing your wealth is to work with a good financial advisor than why isn’t everybody working with an advisor? Perhaps he/she feels they do not earn enough income to become a client, or they are too young, or perhaps he feels he should be able to do it himself, or…