Certified Financial Planner • Category.

What You Need to Know Before Selling Your Business Category: Certified Financial Planner

BusinessThere’s any number of reasons that can lead you to sell your business. It can be as cut and dried as retirement or something more complicated such as a serious health concern. The decision can even come out of nowhere with a sudden change of heart about the line of work you’re in. But it’s what happens once that decision is made that becomes especially critical.

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Measuring the Performance of Your Investments Category: Certified Financial Planner

PerformanceInvesting is a bit like getting a fresh haircut. When you first get one, you feel like you’re on top of the world. You’ve done your homework and picked the perfect style for you. Over time, however, your hair starts to grow and get a little wild. If you leave it too long without regular maintenance or follow-up cuts — it can get downright messy.

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Why Your Business Needs a Succession Plan Category: Certified Financial Planner

SuccessionIn business, everybody moves on at some point in time. Whether it’s due to retirement, new opportunity, or someone passing away, leaders can change in a hurry. If there’s no strategy in place to account for when this inevitable change happens — things can get messy.

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What To Do If You’ve Retired Without Savings Category: Certified Financial Planner

What happens ifImagine working your entire adult life only to reach the end of the tunnel with zero savings. You spent money frivolously throughout your working life or, worse still, you worked pay cheque to pay cheque, and you've reached a point where it comes back to haunt you...

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