The family cottage up north. The cabin on the lake. The beach front property. A vacation property can take various forms for many people but one thing is certain. The need to ensure the proper family cottage succession strategy is […]
Now that we are into the second long weekend of our summer, I thought I would share some of the things I sometimes think about during our summer weekend obsession. It certainly should be a special time with family and […]
It’s Dad’s Day. It’s a time when children share what they like best about their Dads. Ask a few kids and they’ll probably say that he is wise, strong, patient, hardworking, and good at solving problems. From a child’s perspective, […]
You can save money throughout the year, but the warm temperatures of summer provide some strategies that just don’t apply in the winter months. There are some obvious money-conserving strategies that probably have occurred to you already. For example, you […]
Many people await the words of professional advisors for advice to direct our financial decisions. What we may not appreciate is the great source of advice that has been available all along, much closer to home. That would, of course, […]
I was delighted to see the response we received for our recent blog post entitled “Starting Your New Financial Life Together.” Thank you. It seems to be a popular subject for many so we have decided to continue on that financial […]
If prospective clients want to talk about what the market is doing every hour, then we may not be the financial planning firm for them. There is something way more important to start the conversation with. We want to talk […]