by David Zohar | Mar 12, 2020 | Business Owners, Estate planing, Financial Plan, Investment, Wealth management
“Risk is something that is ever present in the investment world. With very few exceptions, every investment vehicle carries with it a certain degree of risk. “ While there is no way to get around taking on risk, knowing the different types of investment...
by David Zohar | Mar 4, 2020 | Business Owners, Financial Plan, Investment, Life Insurance, Tax
“The new tax rule introduced in 2019 have some unfavorable tax consequences for businesses. Business owners might wonder how they can redirect a portion of excess cash flow that would traditionally produce passive income to reduce taxes.” In 2019, the...
by David Zohar | Feb 24, 2020 | Estate planing, heritage, Investment, Wealth management, wealth transfer
“Cottages often hold a lot of sentimental value to families and is the home to a lot of great memories. Many cottage owners would like to see their children and grandchildren get the same joy from the property that they did, even after they are gone.” This...
by David Zohar | Feb 21, 2020 | Budget, Business Owners, Investment, Wealth management
“Creating a budget may sound boring but taking the time to do so will have a huge impact on your future.” It is easy to overspend and with the amount of household debt at an all-time high, managing your finances can seem hopeless. However, the more...
by David Zohar | Feb 13, 2020 | Investment, Wealth management
“It is easy to neglect your finances in your twenties but there are a few fantastic money-related opportunities that you could be missing” Paying a little attention to your financial situation now can give you a serious head start on retirement and...
