19 September, 2018

Sudden Wealth Paradox: Managing Your Money

When a financial windfall happens – from the sale of a business, the sale of a house or farm, an inheritance, or even lottery winnings – you would think you’d be on easy streets....

19 September, 2018

Exit cleanly or stay involved?

You’ve spent decades building your business and making it your own. Retirement is on the horizon, and it’s time to think about transitioning your company to a successor....

19 September, 2018

Winterizing your lifestyle

By now you’ve likely noticed the weather outside isn’t as warm as it was a few months ago. Although we’re never quite ready to let go of the fall, it’s important to think ahead....

19 September, 2018

NEI / Meritas fund mergers - You may want to vote against it.

We wanted to share this with all of you now to as an example that individuals have the power to affect change through engagement....

29 August, 2018

Will Your Retirement Savings Last?

When considering retirement, investors need to ask and truly answer some all-important questions: When can I retire? How do I make sure I’ll have enough funds to last my lifetime?...

29 August, 2018

Investing and Planning with a Professional

We are living in a time of significant change in financial markets and economies around the world. However, no matter who sits in the Oval Office, where the current unemployment rate in Europe stands or what China’s gross domestic product will do,...

29 August, 2018

When the Empty Nest is No Longer Empty

What happens when adult kids return home to live. You did a great job raising your kids. You got them through school. So why are they moving back in with you? And what does that mean for your plans? If you’re retired or will retire soon,...

16 August, 2018

The Sudden Wealth Paradox: Part 1

The Sudden Wealth Paradox is a two-part article guiding you through both the emotional and financial aspects of suddenly receiving a large amount of money. The surprise is – it’s not all easy streets....

16 August, 2018

Protecting Your Children from Affluenza

Imagine an affluent couple whose wealth is self-made after decades of hard work and disciplined financial planning. They have a child who’s 18. Now, the couple is giving serious thought to the handing down of wealth....

16 August, 2018

Tips for a greener home

Sustainable, greener living has become more central to our daily activities as people become more concerned about the environment. What you may not realize is that measures you take to help the planet can help your bank account thrive too....