Financial Planning • Category.

I Don’t Own Many Assets, Do I Still Need an Estate Plan? Category: Financial Planning

Estate PlanListen, there’s plenty of people out there who don’t own a sprawling mansion with a private helicopter. Come to think of it, there’s probably a lot more people without those things than with them. The idea that you need big houses and large retirement savings to build an estate plan couldn’t be further from the truth.

Read More →

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

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.

Read More →

How Financial Advisors Can Help You Avoid Risk Category: Financial Planning

MeetingThere’s always a risk associated with any reward. That’s as true for a 5-year-old playing a video game as it is for a Fortune 500 business owner.

The goal in life is to assess whether that risk, no matter how big or small, is worth the reward.

Read More →

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

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...

Read More →