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Some favorite techniques used by the wealthy in recent years aren't looking so good amid higher interest rates.

Rachel Trembley is a senior account manager at Corporate Synergies, focused on client satisfaction, communication, goal-setting and success. Prior to joining Corporate Synergies, Trembley worked as assistant vice president of account management at Jaeger & Flynn Associates in Clifton Park, New York.

Elsa Glorioso is senior benefits executive at OneDigital.

Experts say the next big marijuana boom is right around the corner, and it could generate big returns for investors.

Pro athletes and pop stars think their fame will last forever. Financial advisors need to plan for much shorter careers.

Retiring overseas can be a great option for seniors seeking adventure and cheaper healthcare. Here's what they should know before they hop a plane.

Bundling these two buzzwords risks setting questionable goals for companies, and distracts from their initial purpose.

Crypto can be confusing. Here's a primer for financial advisors. Part 1 of series.

Aaron Doucet is partner success manager at Xero Canada. He is a Canadian tax accountant (CPA) with a specialization in cloud accounting technology. He came to Xero due to his experience both as a Canadian corporate tax accountant within a cloud based accounting firm, as well as helping launch a national outsourced accounting program within Canada's largest national firm as its first on-boarding specialist.

Lauren Uranker, managing director of corporate relationship management at Goldman Sachs Ayco, discusses trending financial benefits in an uncertain economy.