The “Family CFO” role usually forms with good intentions. Someone needs to organize the details, and one person is usually willing and able to do it. But the greatest challenge is that this work is often unseen....
When it comes to supporting their grandchildren, more and more grandparents aren’t giving cash, but are choosing a different option: life insurance....
Many business owners find that their business provides a good living, but it doesn’t always provide much space or time. Fortunately, proper planning can help balance both....
If you’re a business owner, life insurance can play a much bigger role than just personal protection. But one key question often comes up: Should it be owned personally or through your corporation?...
Estate planning isn't just about legal documents or technical details. It's about making thoughtful decisions today to help protect your family, reduce stress, and make things easier for the people you care about....
For many years, workplace benefits were built to cover medical costs, but today, that’s no longer enough. The result? Benefits are moving from a traditional “benefits plan” to a well-being strategy....
The move from your career to retirement is one of the biggest financial transitions you can make, and is sometimes called a “compensation cliff.” While the term sounds dramatic, the reality doesn’t have to be....
Modern families don’t all look the same – and neither do their insurance needs. No matter what your family looks like, the right life insurance strategy can help you protect the people who matter most....
When you retire, moving your savings into lower-risk investments is an understandable instinct. But it’s also worth a deeper conversation....
Being self-employed comes with a lot of freedom. But it also comes with responsibility – especially when it comes to protecting your income, your health, and the people who depend on you....