Advice and insights to help you achieve the goals that matter to you.
Blog & Podcast
We write & record frequently on issues related to wealth protection, preservation and estate planning. For a quick weekly read, subscribe to “WealthSmarts” by clicking the following button.
Do you know the amount that you are paying for the financial advice you are receiving? This can be challenging to determine if you are
Do you want to learn more about charity but don’t know how or where to start? In this episode of the WealthSmarts Podcast, Richard and
Are you looking for ways to make your charitable giving more meaningful? Giving is connected deeply with our sense of purpose – it’s a natural
Financial scams and misinformation are on the rise, and it’s hard to know who to trust when it comes to your money. It can be
Do you know what your financial goals are? Do you understand how much money you make each month, or what your net worth is? If
As the weather starts to warm up, a lot of people are spending more time outdoors. What better way to spend an afternoon than by
Investing in the stock market can be a roller coaster ride. You’re happy when the markets are up and you’re sad when the markets are
In pursuit of financial freedom, people like to make an impact. In this episode we interview Ed Gavsie and Rick Duff from Richmond Cares Richmond
Most people don’t know how to find an advisor that is right for them, or they may not even know what to look for. In
How often do you set financial goals for yourself? Do you have a financial plan in place to start saving for retirement, or are you
The media can be a powerful tool in shaping our opinions and beliefs. Financial planning and investing are important topics, but the information out there
Growing up, I have fond memories of time spent with my father Richard making trips to Ikea for furniture. Imagine a young, curious boy who
It can be hard to think about the future when so much is happening in the present. But what will happen if life throws a