Financial Risk

Succession Planning For Your Business

Succession Planning For Your Business

Having a business succession plan plays an important role in ensuring both the business and its owners are protected in the event of the departure of an owner. 

How To Avoid A Financial Nightmare During Divorce

How To Avoid A Financial Nightmare During Divorce

We understand it is a particularly stressful stage in life so I have put together a number of general tips I share with new and existing clients, in the event that they do choose to go separate ways.

What To Do When Your Partner Suddenly Dies

What To Do When Your Partner Suddenly Dies

Coming to terms with the grief of suddenly losing your spouse is difficult to deal with.  It is also a time when inconveniently there are a number of things that need to be done to keep your financial house in order.  Along with funeral arrangements, the following practical considerations need to be made in the event of your spouses passing.

Bitcoin Buzz

Bitcoin Buzz

Everyone has an opinion on Bitcoin.  Whether it be positive or negative, leading into 2018 there is definitely a lot of buzz around Bitcoin.  

Opinion piece by Rocco Costa - Certified Financial Planner

Understanding Financial Risk - Part 2

This blog is the second in a three-part series explaining Financial Risk.  In this article, we will discuss asset classes that may affect your financial situation.