Debt Elimination

On August 18, 2011, in Advice, by doug

What financial strategy are you thinking about for this fall? Debt elimination or a plan for it may be one area. There are key ways to make this happen. Education is the key! Those that are interested in several financial planning strategies such as estate planning will also want to have a debt elimination strategy [...]

What financial strategy are you thinking about for this fall? Debt elimination or a plan for it may be one area. There are key ways to make this happen. Education is the key!

Those that are interested in several financial planning strategies such as estate planning will also want to have a debt elimination strategy in place.

Protecting your investments is not complicated

On August 11, 2011, in Advice, by doug

Protecting your investments is not complicated. Protected investments come in several different shapes and sizes. Understanding what you want out of them will determine which ones are most appropriate. Remember if your current strategy is stressing you out, have a look at this alternative!

Protecting your investments is not complicated. Protected investments come in several different shapes and sizes. Understanding what you want out of them will determine which ones are most appropriate. Remember if your current strategy is stressing you out, have a look at this alternative!

Very interesting markets? Things are looking a little ugly right now. Protected investments are looking better all the time.

On August 8, 2011, in Advice, by doug

There are alternatives to traditional stock market investments such as mutual funds and individual stocks. Segregated funds with a guaranteed lifetime withdrawl benefit rider can be very helpful.

There are alternatives to traditional stock market investments such as mutual funds and individual stocks. Segregated funds with a guaranteed lifetime withdrawl benefit rider can be very helpful.

The Value of a coach

On August 3, 2011, in Uncategorized, by doug

For those of you who haved worked with your own advisor or coach understand the meaning of objective and confidential advice. It makes a difference!

For those of you who haved worked with your own advisor or coach understand the meaning of objective and confidential advice. It makes a difference!

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