Merge Gupta-Sunderji

Decorative pattern

Planning and Advice

Meet the millennials

If any of your clients are parents or grandparents, you’ll be familiar with the one common subject they talk incessantly about—kids or grandkids. Whether it’s their son’s accomplishments, their daughter’s education, or their grandkids’ inheritance, your clients’ offspring tend to dominate the conversation. Directly and indirectly, the millennials (those born between 1980 and 1994) exert […]

By Merge Gupta-Sunderji |December 1, 2008

3 min read

More Columnists

Mark Soth

Planning and Advice

Realizing capital gains for CCPCs before June 25

May 8, 2024|5 min read

Aravind Sithamparapillai

Planning and Advice

Should business owners avoid CPP by paying themselves dividends?

March 20, 2024|5 min read

Benjamin Felix

Planning and Advice

Realizing capital gains for CCPCs before June 25

May 8, 2024|5 min read

Should business owners avoid CPP by paying themselves dividends?

March 20, 2024|5 min read

Coreen Sol

Strategy for consistent performance is often most difficult one to adopt

May 7, 2024|4 min read

Finding your volatility sweet spot

March 7, 2024|4 min read

Sam Sivarajan

Planning and Advice

Buckle up: Money’s wild ride through the world of social identity

February 15, 2024|3 min read

Understanding clients means helping them feel in control

December 20, 2023|3 min read

Catherine Hung

Beware of tainting GRE status

January 17, 2024|4 min read

Avoid double taxation on wealth transfers to the next generation

October 26, 2023|4 min read