Group Retirement Plans - The Definitions

Geoff Cook - CFP, CHAIP

09 September, 2012

The new CAPSA Guidelines affect all employer sponsored, tax-assisted, retirement plans where employees may determine how their savings are invested. Are you prepared?Successful companies use retiremen...

Benefits

Geoff Cook - CFP, CHAIP

12 July, 2012

We believe that education and extra financial planning services are equally or more important than the plan itself.We have found in the past that few employees really understand how lucky they are to...

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Dont Forget These Two Simple Steps When Estate Planning

Published on - May 11th, 2015

The pure purpose of Estate Planning is to make an efficient transfer of wealth. Efficiency of Estate Planning is measured in two parts:1) Tax: It is important to plan your estate in a way that will transfer wealth in a tax-efficient manner—set...

How to Save the Family Cottage

Published on - November 20th, 2014

We have all heard the old saying, “Two things are guaranteed in life: 1. Death 2. Taxes.”We are at an interesting time right now where prices of assets over the last 50+ years have seen a tremendous growth spurt. I always find it interesting talk...

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