Crucial Conversations To Have About Shared Financial Assets

It’s important for couples to talk about money and planning together. These conversations aren’t always easy to have when a family situation is complex. Considerations need to be made when one spouse makes a significantly higher income, there are differing opinions on policies, or if you have a blended family. There are advantages and disadvantages to joint ownership of investment …

Building an Effective Team Is a Process

In 2015, Mark St. Pierre and I sat down and began the process of developing our partnership. We have been working together for many years. We knew we each brought a different skill set to the table and that we had a different approach to almost everything we do in our professional careers. The first cornerstone of this unique partnership …

Safeguard your business against the effects of a critical illness

“No risk, no reward,” is a cliché we’re all familiar with, but as a savvy business owner, you recognize the importance of balancing risks and opportunities to position your company for success…” To continue reading click here: Safeguard your business against the effects of a critical illness