Amida blog

The Trust Funding Mistake That Can Keep Your Plan From Working as Intended
Estate planning is rarely held in one document alone. It is shaped by the relationship between your trust, your will, the ownership of your assets, your

What Happens Without a Will? Your State Decides
There are some decisions we postpone because they feel distant from the life we are living now. Writing a will can be one of them. It

Estate Planning Is Not About How Much You Have. It Is About Who You Love.
Estate planning is often treated as something that belongs to a later stage of life. It can feel like a conversation for people who have

RBC Rochdale’s August 2026 Speedometers Report
RBC Rochdale’s August 2026 Speedometers report presents a forward-looking view of the global economy and financial markets over the next six to nine months. Its

Amida Lifestyle Magazine – August 2026 Edition
As summer begins to soften, you may find yourself wanting to slow down and ask: Have I really enjoyed this season? Perhaps the answer is

The 5 Documents Every Household Should Have
When people hear “estate planning,” they often imagine complicated trusts, significant wealth or decisions that belong much later in life. In reality, legacy planning matters

AI, Human Capacity and the Future of Advice
AI can create answers quickly. Wealth planning asks whether the answer belongs inside the life being lived. “Claude can now build financial plans like Goldman

What the Next Generation Inherits Before the Wealth Arrives
When families think about passing wealth from one generation to the next, the conversation often begins with the practical pieces. Are the estate documents current?

The Wealth We Build Between Us
Relationships are not soft lifestyle extras. They are part of the structure that supports health, decision-making, resilience, opportunity, meaning, and long-term wealth being™. We may

This Week, We’re Drinking More Water. Join Us.
Small, consistent efforts can profoundly impact our personal lives. At Amida Wealth, we see these principles as a pathway to achieving harmony across the five pillars

When Wealth Creates Complexity Faster Than Clarity
There is a point in life when financial success begins to ask for a different kind of attention. A career grows. A business expands. A

Reading the Market Without Letting It Lead Your Life
A Review of RBC Rochdale’s latest Speedometers Report (published June 2026) The latest Rochdale Speedometers report offers a measured view of the economy and financial

Healthcare Is a Wealth Planning Conversation
Most of us tend to keep health and money in different conversations. We speak to doctors about symptoms, specialists, prescriptions and treatment options. We speak

What Will Your Future Life Ask of Your Wealth?
There are seasons when life begins to expand in ways that feel both beautiful and demanding. Your career may be moving with more momentum. Your

Finishing Well | Rethinking What a Strong Portfolio Truly Does
At first, all you notice is the speed of a race. The clean line through a corner. The quiet precision of the driver’s hands. The

Liquidity: The Quiet Luxury of Having Options
There are moments when ‘life happens,’ and the question is not whether you have worked hard, planned well, or built something meaningful. You may have