Game Plan Strategy: August Financial Checklist
This Month’s Focus: Are These Really Your Top Financial Goals? If I asked you to name your top 3 financial goals, what would you say? Most people can answer pretty quickly. But here’s something interesting: When given a broader list of goals to look at first, 73% of people changed their answers. It’s not that […]
What are 7 Key Lessons for Inheritance and Financial Planning?
Preserving Wealth for the Next Generation In the first chapter of Preserving Wealth for the Next Generation, we are introduced to a family gathering at their father’s summer cottage in Honey Harbour. It’s the opening weekend of summer, but it’s filled with mixed emotions, as the family is coming to terms with the loss of […]