certified financial planner

Fee-based advice is best

Fee-based financial planning practices are relatively new entrants in the financial planning arena, having made their appearance within the last fifteen years or so. The move towards charging a professional fee for financial planning advice has gained momentum, and there… Read More ›

The state of your estate

One certainly wouldn’t be wrong for assuming that estate planning involves the drafting of a Will and indicating one’s preference between burial and cremation. The reality, however, is that the winding up of a deceased estate can take anywhere between… Read More ›

New Year’s revolution

Like eating less and exercising more, taking charge of one’s financial affairs is usually top of the list when it comes to new year’s resolutions. However, as with all good intentions, us humans are hard-wired to spend most of January… Read More ›