CIBC Private Wealth Management Blog
Wealth Strategies

The Aging Brain: What Does it Mean for You and Your Family?

Judy Saxe, AEP®, CAP®
May 08, 2019

The number of people in the United States living with dementia is growing exponentially year over year. According to the Alzheimer’s Association, an estimated 46.8 million people worldwide were living with dementia in 2015, and the number is believed to be close to 50 million people for 2017. By 2030, it’s projected that 75 million Americans will be affected by the symptoms of cognitive...
Wealth Strategies

Estate Planning: Relevant And Relatable

Judy Saxe, AEP®
February 12, 2019

Estate planning is not just for the ultra-wealthy. Anyone, regardless of financial circumstances or family dynamics, can benefit from the process. That’s because a comprehensive estate plan addresses more than how you want your assets distributed upon your death. Among other things, it should also designate a healthcare agent or surrogate if you’re unable to make medical decisions for...
Wealth Strategies

It’s Never Too Early to Plan

Judith A. Saxe AEP®
June 29, 2017

Download PDF   Summer is here, and your adult children may now be home from college, your child may be getting ready for his or her first post-college job or you may be helping a child prepare to leave for college for the first time. As a parent, you can use these opportunities to discuss some important estate and financial planning issues that develop as your child becomes an adult....
Wealth Strategies

Aligning Philanthropic Vision with Your Mission and Values

Judith A. Saxe AEP®
April 11, 2017

Earlier this month, we were pleased to introduce our three-part video series about strategic philanthropy. In Part I, we learned what it means to be strategic and how to begin to engage in the process. Then, in Part II, we explored some of the most common methods of giving and examined some of the things that can sometimes go wrong during a giving campaign. In Part III, our series...
Wealth Strategies

Unpacking Your Strategic Philanthropy Toolbox

Judith A. Saxe AEP®
March 13, 2017

Earlier this month, we were pleased to introduce the first episode in our three-part video series about strategic philanthropy. In Part I, we learned about what it means to be strategic and how to begin to engage in the process. Our series now continues with Part II, in which we will explore some of the most common ways to give and discuss which ones can be more strategic than others....