Prepare Your Business For Sale Only 9% of business owners have a documented transition plan in place and yet 70% of small business owners plan to transition in the next 10 years*! As a financial planner I continue to meet business owners who are planning to sell or transition their company but they do not […]
The Most Overlooked Risk What is your biggest asset? Most people might answer your house, boat, car, or investments. When in fact it is your income and your ability to earn a living. When I review a person’s financial situation, one of the most common areas that is overlooked is to protect their ability to […]
Did Your Pension Move When You Did? Do you have a UK (United Kingdom) pension? There are a good number of British expatriates who are now Canadian residents that have pensions back in the UK. Have you forgotten about that plan from an old employer? Do you know your options? When I create a retirement […]
That Is The Question Should we downsize our house? If so, when? Maybe never? I think that downsizing too early or without planning can be one of the most costly retirement mistakes. I have seen couples that have downsized, found that they have not liked it, and then purchased a house similar to what they […]