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In: planning

What is a Financial Plan?

A financial plan is like a roadmap to achieving the financial future you envision. It starts by identifying where you are...

Why You Shouldn’t Be Scared Of Investing.

A study conducted by BlackRock found that nearly half of all millennials think that investing is “too risky”. This fear of...

The Importance of Updating Your Affairs After Divorce.

Going through a divorce is emotionally taxing and it comes with a seemingly unending legal process.   Dividing assets and custody...

Holding Company of Family Trust?

Understanding the technical details and complexities of a Holding Company (HoldCo) and/or Family Trusts can be daunting for business owners and...

Salary vs. Dividends

Whether to pay yourself a salary or a dividend is a decision that every business owner is going to have to...

Dollar Cost Averaging Can Reduce Risk and Purchase Price.

Dollar Cost Averaging (DCA) is a structured approach to buying investments.  DCA is intended to temper the volatility of your investment...

3 Misconceptions for Estate Planning.

Having a proper estate plan in place will ensure that your loved ones are protected if you were to pass away. ...

Developing Interests and Hobbies for Retirement

You may find this hard to believe, but retirement can be a tricky stage in life.  ‘What do you mean?’ you...

3 Financial Steps To Take To Prepare for a New Baby.

Financial issues sometimes do not get enough attention, but this can be especially true in the case of preparing for a...

Funding a Buy/Sell Agreement with Life Insurance.

The longevity of a business should be a core focus of any business owners financial plan.  A buy/sell agreement can provide...