At a meeting earlier this week, some colleagues and I began discussing the importance of being able to step away from our business (or job) and just take a
Actual Story #1
Bank Teller: I see that you don’t have a Tax Free Savings Account with us, would you like to open one?
Me: No thanks, I’ve got one at another
When it comes to taking care of your family, protecting their future is one of your key responsibilities. For most families, that means choosing life insurance
Well folks, this wraps up another year of blogging. We are operating on limited office hours from December 21st to January 2nd (by appointment only). If you
Being a parent is life-changing in the best way
A new life is in your hands. And with that life comes immense love and caring and endless adventure. It’s truly
Annuities have a long and historic lineage dating back to ancient times when Roman citizens and soldiers would receive an “annua”, or annual stipend, from the
In the investment and planning fields, we talk to clients about the benefits of consolidation of assets. It is a client centered value, often misunderstood and
1) An individually owned life insurance plan is underwritten when you apply for the insurance. At the time of application, you’ll answer medical questions and
With credit card interest rates ranging between 11% and 22%, it’s no wonder people are looking for alternative ways to manage and pay off their credit card debt
With rates as low and competitive as they have ever been, it’s as close to a “buyers” market in life insurance as you’ll probably ever see. Still, in these
Surely you’ve heard the advice “Pay Yourself First”?
We use the “Monday Morning Approach” to introduce Pay Yourself First to those we work with. Basically, if
My sister-in-law was up visiting this weekend for Thanksgiving. Steph a
nd I love when she visits because it makes our son, Elliott, so happy!
“Auntie A!” he