Key Person Business Insurance — Why is it Essential?

Key Person Business Insurance — Why is it Essential?

Do you own or operate a small business? If so, are you prepared in case you, a partner, or one of your key employees are unable to perform their duties? Most small businesses are not ready for the financial risk of suddenly losing an integral person in their business, like a manager or co-owner. Without […]

5 Common Investing Mistakes

5 Common Investing Mistakes

Protecting your wealth is arguably more important than growing it. Even if you make smart investment decisions, pay yourself first, and put some money away for your retirement, there are still a number of common investing mistakes that could drain your finances dry. Don’t waste your hard-earned money on poor financial decisions — be prepared […]

5 Reasons Why Charitable Gifting is Integral in a Prosperous Community

5 Reasons Why Charitable Gifting is Integral in a Prosperous Community

Charitable giving can do a lot more than help support a family, organization, or group in need — it can help improve the entire community structure for everyone. Here we’ll show you the reasons why charitable gifting is integral in a prosperous community and how you can take advantage of all the benefits of donating […]

Why Have a Contingency Plan for Your Business?

Why Have a Contingency Plan for Your Business?

With all the recent news stories and financial experts discussing the potential of an upcoming recession, it’s hard not to get a little uneasy about the future of your business. Amidst all the red signs, do you sit back and hope for the best or do you start preparing in advance? The answer is simple […]

Avoid Family Estate Conflicts with These 5 Strategies

Avoid Family Estate Conflicts with These 5 Strategies

It’s every parent’s dream to be able to pass along their legacy and leave something substantial and meaningful behind for their family. However, if you don’t tread carefully when creating your inheritance plan, you could end up inadvertently causing resentment between siblings and altering the family dynamic. To ensure everyone is happy and that you’re […]

Want to Take the Trip of a Lifetime But Don’t Know Where to?

Want to Take the Trip of a Lifetime But Don’t Know Where to?

Being able to finally take that trip of a lifetime that you’ve planned and worked so hard for can be one of life’s most rewarding experiences. With such high expectations riding on this type of trip you, of course, want to make sure it’s everything you hoped it would be. That’s why it’s wise to […]

*The opinions expressed are those of the author and not necessarily those of Assante Financial Management Ltd.