March 2015 Book a Meeting
QE Continues

Quantitative Easing, otherwise referred to in the media as "QE", refers to governments printing money out of thin air in order to stimulate economic growth. The U.S. ended their program of QE in late 2014. The impression this left with many people was that the need for economic stimulus ended.

This also goes hand in hand with the media theme that U.S. consumers have been deleveraging by paying down household debt such as mortgages, credit cards, car loans etc. since the 2008 credit crises. The reality is much...

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Insurance for Young Adults

As they take the big step of moving out of their parents’ home and into their first apartment or other living quarters, the last thing on a young person’s mind is insurance. Yet, this is an area of great importance as they also begin their journey on the road to financial wealth and health.

There are several different types of insurance services that young adults should consider from property insurance, to car insurance, health benefits and life and other insurances. The key is to get appropriate coverages for all the needed areas. A rule of thumb is to spend...

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Steps to Complete When
Selling Your Home

Gordon and Anne lived in the same house for over 30 years. Now that their children are grown and it was becoming more difficult for them to manage the house, they decided to downsize. Here is what Gordon and Anne did to get the best price they could when they sold their home:

De-cluttered - Like many, they had a lot of stuff in their house. After passing on family heirlooms to their children, Gordon and Anne held a big garage sale. What didn’t sell was donated to charity. There was still plenty left so the house...

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