5 Must Understand Financial Concepts

Geoff Cook - CFP, CHAIP

1) Money needs a name: Money is fluid and always moving, that’s why we call it “currency.” If you don’t put a name to it or label what it is meant to be used for, it will find somewhere to go....

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Dont Forget These Two Simple Steps When Estate Planning

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...

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How to Save the Family Cottage

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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