Industry Articles

  Over my years of experience with a wide range of clients and families, I have observed

Non-farm family businesses are in the throes of succession planning too. With the help of Chris Clarke, here’s how they’re elevating their team skills for superior succession planning — and why it’s driving their business performance as well.

A tax expert at the IAFP symposium discussed the factors to consider Tax tips tailored to the

Brooke needs to boost investments to save for her son’s education and pay off her mortgage A

By: David Christianson, BA, CFP, R.F.P., TEP, CIM “Dollars and Sense” I became unusually incensed a couple

I noticed that there is a bit of a theme that has been running through the articles

Running out of money is a major fear for retirees, but there are ways to make sure

A specialist in his field of medicine, Victor knows his family is unlikely to ever want financially. He makes $280,000 a year before tax, some of which he saves in his professional corporation for retirement. His wife Vivian makes $85,535 a year working as a therapist. As such, she is part of a defined benefit pension plan indexed to inflation. They are both age 36 and are expecting their first child in a couple of months.