Gift now or will later?
Picture this. Thanks to a lifetime of savings and smart planning, you’re…Read More >
What’s an IPP and does it make sense for your small business?
From changes in taxation that make holding investments in a company less…Read More >
Investment risks: What are they and how to avoid them
Investing, like life, exposes us all to a wide range of risks,…Read More >
Longevity risk: What happens if you live longer than expected?
According to a recent report by the World Economic Forum, someone who…Read More >
Want a new car? Here are the facts on leasing, financing or paying cash
While my days are usually spent creating financial plans, reviewing mutual funds…Read More >