Five Ways to be Smart When the Markets Go Down

We all wish the stock market would move only one way - up. Unfortunately, history has shown us that every bull market is followed by an aggressive bear market. Sometimes the market falls hard and fast...

Read More

Preparing Financially for a Baby

There are few things more exciting than preparing for the arrival of a new baby, whether you are a parent, a grandparent, an aunt, uncle or a friend of a new bundle of joy. Being a new mom, I am famil...

Read More

Estate Planning Checklist

Benjamin Franklin once claimed there are two things in life that are inevitable: death and taxes. In the case of those people who die without a will and proper estate planning, the adage can easily be...

Read More

Life Settlements - A Unique Diversification Strategy with Tax Advantages

Taxation is always a key issue for investors as returns can be gradually reduced over time if there is not a proactive tax plan in place, specifically related to investments. In this context, a pruden...

Read More

Where Will You Live in Retirement

Retirement is on the horizon, with everyday being one step closer. Everyone has a slightly different view of what their retirement may look like, and some might struggle to see what their next steps s...

Read More