It’s January, the start of a new year, and hopefully the beginning of the end of the restrictions we’ve lived through for the last two years! It’s time to take…

The wealth management industry is evolving and a client's most trusted advisor, their accountant, is going to lead this evolution…

Life Insurance is a long-term asset – it usually survives you! Not all decisions and financial assets have this kind of resiliency. Think about…

When a corporation transfers a life insurance policy to a shareholder, there are tax consequences to both the corporation and…

Have you ever wondered what it is about certain conversations that make them so difficult to have? Even when a skilled negotiator is present there are some situations that just seem unworkable…

The holidays are a time in which we reflect on how we are making an impact on the community. Whether it is the gift of time, dropping non-perishables off at…

The purchase of life insurance for children or grandchildren is not a concept that is often considered or discussed. Several income…

Remember the last time you got on an airplane?   Do you remember that gut feeling you had to make sure you turned off the lights, locked the door…

Simon Sinek’s book “Start with Why” is devoted to a core concept which is simple and straightforward: “Great businesses know WHY…