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Finance

7 Pitfalls to Avoid When Doing Estate Planning

Even though planning your estate isn’t an enjoyable job it’s necessary so that you can efficiently and successfully transfer all of your assets to those you leave behind. With a bit of careful planning,...

5 Ways to Crisis Proof Your Finances

We can lose our jobs and income at any given moment. If there is one great financial lesson this pandemic should teach us, it is uncertainty. We can never say what could go wrong?...

Three Investment Lessons in History During a Crisis

The COVID-19 global pandemic sparked confusion among investors in different platforms - stocks, VULs, money markets, mutual funds, and UITF, among others.  The common questions I receive from my clients are the following:  Now...

What I Learned From My Mother’s Death

I lost my mother to cancer when I was 19.  Obviously, 'hard' is an understatement. The thought of not being able to see, talk, cry or hug her made me almost lose my sanity. ...