The Vacation Home Primer: Pros and Cons

The pandemic over the past year has been a challenge for everyone, and it may have you bursting at the seams for a vacation! Unsure about the pros and cons of making the leap for greener pastures? Here are some important considerations before purchasing your dream vacation home:

2021-04-08T20:51:56+00:00Good to Know|

Introduction to ESG Investing

Environmental, social, and governance (ESG) investing has seen significant attention and growth. In this article, we will provide an overview of ESG and delve into the investing considerations.

2021-03-17T18:57:05+00:00Good to Know|

What’s Fly Fishing Got to Do with Investing?

When you’re on the water, it's tranquil. It’s hard to think of anything other than the small “fly” on the end of your line that rides softly along the current. In my fishing-induced meditative state, sometimes my thoughts turn to what makes some investors more successful than others

2021-03-17T18:53:51+00:00Good to Know|

Do You Have an Exit Strategy?

Do you have an exit strategy for your business or career? Whether you are a corporate executive or a business owner, there will come a time when you want, or need, to transition to the next phase of life. Done in advance, this can be an optimistic process, it should define how YOU want to exit. As the plan develops, there will be reality checks and alternative paths to consider, but at this point it should be a framework of how you want the future to look.

“Insurance is interesting,” said no one ever

Let's talk about it anyway. When you think about financial planning, insurance might not be top of mind – or even come to mind. But managing wealth isn’t only about growing and preserving it – it’s also about protecting yourself from the financial harm that can be caused by incidents such as theft, damage to your property, or someone getting hurt in your home or by your vehicle.

2021-03-02T18:40:27+00:00Good to Know|

Planning for Retirement

As financial planners we are often asked, “Will I be OK in retirement?” The checklist below illustrates different items to think about as retirement approaches, from ten years before to right after retirement begins. The earlier one starts planning for retirement, the more prepared one should be not only financially, but also emotionally.

2021-02-15T18:36:33+00:00Good to Know, Retirement|
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