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