For me a day doesn't pass by without a list being written. I feel more organized using lists and I feel successful ticking items off the list! Successful people tend to work off to-do lists with a strong determination to complete each item on the list...

Happy New Year and welcome to 2020, a new decade! We hope you had a wonderful holiday celebration with family and friends! With a new year comes new and updated information and we’ve attached a 2020 Handy Financial Planning Facts to be a quick reference...

A disciplined strategy on rebalancing starts with consistent annual reviews. With market fluctuations the asset mix that was initially decided on tends to drift. Our focus is to review annually for the optimal mix and account for any tax implications...