25 03, 2015

Tips for Snowbirds

March 25th, 2015|

Many of our retired clients either rent or own property south of the border to escape our Canadian winters. These snowbirds should be aware that there is a cross-border agreement in place that allows the IRS to track the exact amount of time Canadians spend in the US. Snowbirds must be diligent in ensuring they [...]

9 03, 2011

The Price at the Pumps

March 9th, 2011|

There is a difference between an event and a trend. An event is an occurrence, especially one that is particularly significant, interesting, exciting or unusual. A trend, on the other hand, is a general tendency, movement or direction. So, now that I have provided a definition of the difference, you might ask what does this [...]

2 03, 2011

Speeches at the Acadamy

March 2nd, 2011|

I made the mistake of watching the Academy Awards on Monday. It was a mistake because I rarely go to movies and had no idea whom the people were and what movies they were honoring. The reason that I bring this up is to point out a misconception voiced by one of the people who [...]

10 02, 2011

Insurance

February 10th, 2011|

Life insurance is designed to help you provide for those you love most long after you are no longer with them.  It is designed to provide a lump sum of tax free cash that can be used how you best need it.  It can create a steady stream of income to replace your lost earnings [...]

30 11, 2010

Welcome

November 30th, 2010|

Welcome to our new and improved web site. It has been a long time in development primarily due to the regulatory environment that we must comply with and the method in which it is imposed on regulated financial advisors. The reason that I say regulated financial advisors has to do with the fact that journalists, [...]