Preparing your kids for financial success

Teaching good financial habits, such as saving and budgeting, is one of the best ways to prepare children to have a secure financial future. Helping kids establish sound money management skills and strong financial acumen is important, regardless of wealth level. Younger children (under age 11) A great way to begin to teach younger children … Read more

Storm, flood and fire insurance

It’s devastating when a natural disaster destroys or damages your home. Finding out you don’t have enough insurance can add to your distress. Understanding what events and damage are covered by insurance can help you get the right cover for your home. Knowing if you live in a disaster-prone area can give you a better … Read more

Putting recent returns into perspective

While 2021-2022 may not have been a stellar year for the majority of investors, it’s worth remembering that the worst performing asset class one year can be the best the next, and vice versa. That’s why successful investing benefits from having a good balance. The last financial year, particularly the first half of 2022, saw … Read more