"Another very good quote will go over here.
Something an AL G. Brown client has said."
-SARAH SCHWARTZ
Use your worksheet to create a financial plan for your family.
Use your worksheet to create a financial plan for your family.
Mortgage life insurance can be a great way to make sure your mortgage is paid off in the event of an untimely death. But it’s not the the best way for most people. This comprehensive article provides a detailed explanation […]
Read MoreElli Schochet, our Managing Partner, recently gave an address on succession planning to the annual gathering of the top 5% of all life insurance professionals. Elli was the third of our partners given this honour following David Wm Brown in […]
Read MoreSarah Brown recently reflected on the real purpose of charitable legacies when she presented a case study to the Professional Advisory Committee of the Jewish Foundation of Greater Toronto.
Read MoreOne of the most challenging issues many leaders face, especially family business owner-operators, is the eventuality that one day their role as a leader will end.
Read MoreNo matter when you introduce an allowance, how much and how often you give it, you can teach kids about finances, creating a safe space for them to mess up.
Read MoreSuccess without significance — purpose, service, and meaningful relationships — is not really success at all. It’s important to properly reflect on how you can live a life imbued intensely not just with the superficial trappings of “success” but with […]
Read MoreA survey that polled more than 300 U.S. executives found that benefits tops the list of retention tools for employers. Also, healthcare benefits was one of the top three ways employers are investing in their employees.
Read MoreWhile many young people may have previously considered estate planning something to address later in life, that has changed. Many now see that having a carefully thought-out estate plan is the key to building and maintaining generational wealth.
Read MoreFor the charitably inclined individual or family who wants to give back to their community or endorse specific social causes they care about, selecting and prioritizing which charities to devote their time and financial support to can be daunting.
Read MoreNew research shows that how clients perceive their wealth relative to others also affects their risk tolerance. It may be necessary to understand how a client perceives their wealth relative to others, and to what extent they believe they can […]
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