Would you consider yourself to be financially intelligent? Depending on how you answer that, here’s another tough question: how much do you trust yourself to manage your own finances? Often we find that after answering the second question, clients want to go back and reanswer the first! And, that’s okay. As Ken Honda suggests, there’s...
We all know that the only two certainties in life are death and taxes. Even after we’ve gone, taxes are still levied against our estate. The more money we make, the more money the taxman looks to take. Tax can be a serious stumbling block in our financial mindset, especially when we think about all...
“A CFP®, or Certified Financial Planner®, is at the leading edge and is able to provide high-quality, professional advice,” Ruark Pepler. You will probably see the letters CFP® in my signature or peppered around on our website. I’m passionate about this designation as it represents my commitment to this profession, and in turn, gives you...
If we don’t stand for something, we will fall for anything. Essentially, our actions will either result from what we choose, or what is chosen for us. Our days are packed full of communication and actions. From the moment we engage with our mobile device or open our emails, messages begin to stream in and...