Don’t Gamble On Financial Advice In an age of information overload and pervasive social media it seems everyone has an opinion they want to share. Being able to discriminate between what is useful and what is fanciful is increasingly important – especially when it comes to financial issues. A little knowledge can be a dangerous thing Ever had the temptation to jump on the web whenever you … [Read more...]
Archives for 2016
The Hidden Dangers of the Unplanned Estate
May 5, 2016 by ·
The Hidden Dangers of an Unplanned Estate While most of us are aware of the importance of making a Will, there are other estate issues that may not be so obvious and can have dramatic consequences on family security. It’s not just the wealthy – all families need to plan for financial, legal, medical and child care decision making to ensure their wishes are carried out accurately. Estate … [Read more...]
Another aspect to taking care of your children
April 15, 2016 by ·
The role of parent is challenging in so many ways. We are all busy providing for our children’s health, safety, growth and development. We make sure we protect our lives, our income and our major possessions. There are other ways we can protect our children from some of the more unfortunate things that may happen. It’s worth taking time to consider the option of Children’s insurance and the … [Read more...]
Helping your parents plan for the unexpected
April 8, 2016 by ·
Getting older is a fact of life and with any luck, we will all live to a ripe, happy and defiant old age, enjoying ourselves with loved ones, friends, children and grandchildren. As much as we desire this for ourselves and our families, it is likely that there will be a need for some assistance at some point down the track. And, while many people say they would tell their families to put them … [Read more...]
Timing your investment decisions
March 31, 2016 by ·
It is very easy to let emotion control our investment decisions when experiencing market volatility: especially when we are being bombarded with constant media coverage reporting gloomy performance and falling share prices. Many people put off investing simply because they don’t know when to start – they are seeking “the best time”. Others who are already in the market worry when the news is … [Read more...]
Periodic Reviews are more than a necessity
March 22, 2016 by ·
One of the biggest challenges we have when planning for our financial security is determining the difference between what we really need…and what we’d like. Working with a financial adviser can help identify the difference. This happens when the relationship is first established: when the adviser becomes familiar with your lifestyle, career and financial situation. The adviser will … [Read more...]
Why have Life Insurance…. do i need it?
February 24, 2016 by ·
Let’s start with a quick quiz: Are you married? Do you have dependent children? Do you have other dependent relatives? Do you have major financial obligations? Do you own a business? Do you have a large estate that will take time to distribute? If you answered yes to any of the questions above, you probably need life insurance. Now that you know this is important for … [Read more...]