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6 Reasons You Need a Financial Plan

Posted by Todd Gotlieb in Blog

Michael Bronstine GBK Strategic Financial Partner Financial planning is not a one-time event, but rather an ongoing process As a child my family went on several driving vacations. Before leaving, my parents generally contacted AAA and obtained a step-by-step series of maps of our planned…

Why Whole Life Insurance Stinks

Posted by Todd Gotlieb in Blog

by Michael Bronstine The five reasons why no one should ever, ever even THINK of buying whole life. Right? Let’s play a game…. The next time you find yourself in a group setting and the conversation dies down to that awkward, don’t make eye contact…

Why bond markets go up and down

Posted by Todd Gotlieb in Blog

by Todd Gotlieb A look at the factors Whether it’s building infrastructure, growing a business or investing in equipment, governments and corporations often need to raise funds for their operations. Issuing bonds is a common way to raise the money they need. What is a…

Happy New Year

Posted by Todd Gotlieb in Blog

I was thinking of starting 2019 with a list of predictions for the coming year (as I’ve done a couple of times in the past) but instead decided to pull a “Penn and Teller” and reveal the secrets behind the prediction biz. Here are the…

What is a Wealth Consultant?

Posted by Todd Gotlieb in Blog

by Michael Bronstine A financial services firm that offers a process towards successful investing not just products. It acts as a personal CFO to those with wealth who have accumulated assets but do not spend the time or energy to seek out and assess the…

How better financial decisions can reduce stress?

Posted by Todd Gotlieb in Blog

by James Burton Nov 2018 The younger generations often get a bad rep for poor financial planning, but they face unique challenges in 2018, according to the managing director of the IFSE Institute. Christina Ashmore is fully behind Financial Literacy Month, which begins today and…

Small-business owners need succession help: poll

Posted by Todd Gotlieb in Blog

*poll conducted by Environics Research Group The problem is, nearly half don’t intend to consult an advisor before retirement age, they may need help developing an exit strategy—something advisors must proactively address. An IPC poll finds that 42% of Canadian small-business owners are unsure about…

Should small businesses insure key people?

Posted by Todd Gotlieb in Blog

A look at the considerations and different policies By: Suzanne Yar Khan If a small business owner dies or becomes critically ill, the business will likely suffer. That important person might be responsible for growth and revenue. Without her there, how will the business stay…

Five steps to growing family wealth for the long term: Part 1

Posted by Todd Gotlieb in Blog

Consciously deciding to sustain family wealth for the long term is atypical By: Chris Delaney October 2, 2018 As I’ve written before, most planning today ensures that family wealth will be destroyed in three generations. Consciously deciding to sustain family wealth for the long term…