The start of the new year is when many of us reassess our goals and ambitions. But has your financial advisor got a copy of yours for this year?

With 2016 well under way, you may have long forgotten about your resolutions. But has your accountant or financial advisor prompted you for a copy of your goals this year ?

There is a great opportunity in this first quarter of the calendar year to look at your objectives as a catalyst for a valuable conversation with your advisor.

Family situations, career paths, business changes, key relationships, community affiliations, health status and leisure interests are all dynamic aspects of life that change. Continue reading “New Years Resolutions”