RebeccaW.Milliman-structure

CIBC Private Wealth Management Blog
Becky Milliman

Asset Publisher

Wealth Strategies

The CARES Act: Key issues for individuals and businesses

Becky Milliman
April 01, 2020

  On March 27, the President signed into law the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). This $2 trillion aid package is designed to provide financial relief and stability to individuals and businesses impacted by the COVID-19 pandemic. The Act includes relief for individuals in a number of ways including: changes to the treatment of retirement plan accounts,...
Wealth Strategies

Healthcare and Wealth Management—Two Sides of the Same Coin

Becky Milliman
October 22, 2019

Advances in modern medicine have made it possible for people to live much longer than ever before. Of course, this is great news. However, a longer life also heightens the risk of running out of money in retirement. This, combined with ever-increasing healthcare costs, paints a potentially dismal picture for many retirees. Indeed, healthcare spending has reached over $3.5 billion in the U.S.,...
Wealth Strategies

3 Key Questions to Ask as You Develop Your Estate Plan

Becky Milliman
June 04, 2019

Deciding How To Distribute Your Wealth? This is the second blog in a four-part series that focuses on estate planning. One of the goals of estate planning is to maximize the value of the wealth you pass to your family members while minimizing the impact of taxes through trusts. However, an equally important objective is determining what these trusts should provide—and what that means for your...