by Elke Rubach | Apr 2, 2018 | Case Studies, Financial Planning
Some of the most important events and decisions in life can be incredibly joyful and terrifying at the same time, such as having a child, buying a home and starting a business. Deciding how to use your wealth to build a legacy – both during and beyond your lifetime –...
by Elke Rubach | Apr 24, 2017 | Financial Planning, Insurance
This is not a fun exercise, but it is an important one: imagine that you have recently passed away. Now put yourself in the shoes of your spouse or children who have survived you. First and foremost, they are grieving. If your death was unexpected and sudden, they may...
by Elke Rubach | Mar 21, 2017 | Financial Planning, General, Insurance
We get it: if we try to tell you about the merits of the capital dividend account, you’ll likely be asleep or hitting “close” before we can start our second sentence. So instead, let’s talk about sheltering your investments from taxes. Let’s talk about building your...
by Elke Rubach | Feb 20, 2017 | Financial Planning, General
It’s February and for many it’s time for some honest self-reflection. Do you consider yourself generally successful in your career? Do you lead a busy life? Do you ever worry about whether your financial affairs are all in order? Are you unsure what kind of insurance...
by Elke Rubach | Nov 14, 2016 | Financial Planning, General, Insurance
Planning for your own death is a difficult concept to embrace. No wonder we often choose to avoid thinking about how our loved ones will be affected when we die. However, in doing so we tend to ignore important issues such as the support of a surviving spouse, the...
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