Financial security is not just about how much is in your retirement plan, it includes consideration of current and future cash flow, income tax, estate planning and risk issues that can be addressed by insurance. A financial adviser/coach makes it simpler to keep the big picture in view while helping place the pieces of the puzzle together.
Financial Planning Resources
Estate planning is defined among financial professionals as the “organizing of one’s affairs to distribute the assets tax effectively.” The question however is: Should the assets be distributed? Is it… We seem to be hearing less about the coming transfer of wealth from the senior generation to the next generation, I think the baby boomers got tired of talking about… The value of regular savings was illustrated some years ago when an elderly gentleman came into my office and told me how he turned a bad habit into a small… Increasingly in client meetings, the discussion of plans for parents comes to the surface. It usually centres on how to factor needs and finances of the parents into the financial… Ralph and Alice sat in front of me fidgeting. Obviously, they needed to talk about something that was bothering them. “We were at a party last week,” Ralph offered, “and… A good definition of retirement is working because you want to work, not because you have to work. A well planned “retirement” gives you options. The goal should be to… Jack and Jill had returned to my office to talk about insurance and they had brought their spouses, Jane and Dick. Our discussion a couple of weeks ago had triggered… Jack and his sister Jill sat in front of me looking expectant. Jack still had the bandages on his head from the nasty fall he had taken a couple of… We hear a lot about wealth; it’s the devotion to wealth that keeps our banks and money managers.…wealthy; wealth management, growing wealth, protecting wealth. Prosperity on the other hand is… The Logo There is a story, quoted in James E Hughes “Family Wealth: Keeping It in the Family” that I like. Marshall Lyautey, was one of Napoleon’s greatest generals. General…A new look at estate planning
Planning for Family Wealth Transfer
The tortoise, the hare and financial planning
Financial planning with parents in mind
The misconceptions of fixed income investments
Would I like to retire at some point?
You Should Allocate Your Insurance Budget Based on Risks You Face
Life Insurance is a Valuable Financial Tool as a Business Transitions from one Generation to the Next
Wealth vs. Prosperity
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