by Ryan Douglas | May 1, 2017 | Blog, Business Owners, Estate Planning, Families, Individuals
These 4 reasons will compel you to revisit your estate planning For most of the people, a watertight estate planning means finding the best ways to equip themselves for contingencies, reduce the tax liability for their estate, and signing up for investment plans to...
by Ryan Douglas | Sep 1, 2016 | Blog, Business Owners, Education, Estate Planning, Executive Benefits, Families, Financial Planning, Individuals and Families, Students
Post-secondary education can be expensive, however having the opportunity to plan for it helps with making sure that you’re capable to meet the costs of education. In addition, when you have a plan, it’s easer to make financial decisions that align with your...
by Ryan Douglas | Aug 1, 2016 | Blog, Business Owners, Estate Planning, Executive Benefits, Life Insurance
Major changes are coming to life insurance, if you’re looking to apply for life insurance or review your insurance needs, this is the best time to do it. The last significant changes made to life insurance were in 1982. Sit down with us to do a review prior...