“You Don’t Know What You Don’t Know Series” – You Should Definitely Have A Will: Actually, You Should Maybe Have Two

June 01, 2021 |Paul Chapman

A multiple Will strategy can save you significant taxes upon our passing, and is a simple strategy that many of us need to consider.

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“You Don’t Know What You Don’t Know Series” – Charitable Strategies Can Help Build Your Wealth Along With The Charities You Support

April 16, 2021 |Paul Chapman

Building charitable strategies into your wealth management plan creates the ability to streamline your giving, and often help build additional wealth for you, your estate and the charities you choose to support.

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"You Don't Know What You Don't Know" Series - Life Insurance as a Tax Minimization and Wealth Building Strategy

November 25, 2020 |Paul Chapman

Life insurance is the single most underrated and misunderstood wealth building and tax minimization tool for your estate.

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What Makes a Good Investor? And What Makes a Good Investment Advisor?

November 08, 2020 |Paul Chapman
If you’re reading this, you’re at least somewhat curious as to what really makes a good investor, and by extension a good Investment Advisor. This is something that has come up a lot in my conversations, and I wanted to finally put pen to paper on this...
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Your Meaning of Money

August 14, 2020 |Paul Chapman
Money matters. Most of us recognize (or try to!) that success isn’t defined by money alone. We often hear and confirm that ‘money isn’t everything’, but we have to admit that money is always deeply personal and emotional to almost all of us. Financial...
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