Recent Articles

Before a skyscraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation is virtually unseen. The same goes

Recently, a client wanted to leave all of their money to two charities through their Will. They wanted to leave a legacy to a few charities, and

Why Time Matters

It is not uncommon for an individual or organization, such as a charity or community tennis club, to consult a financial advisor regarding investment returns that can

But I’m Invincible

Most people have a false sense of security by believing that they will not be victims of a critical illness like cancer, heart attack or stroke; and

Passing it on to Your Heirs

Ralph and Mary have accumulated a nice estate, a good portion of it in cash. They want to leave it all to their children when they die,

A new baby in the family brings many hopes, dreams and expectations. This can often include thoughts about how their lives can be better than that of