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Tag: Financial Advice

Tips You Need To Know on Homeowners and Auto Insurance

The teleclass with George Frear was one of our best ever.  If you missed it, no worries,  you can listen to the recording.  Here are some of the topics you’ll learn about: 1.  Why you may want to add “Equipment Breakdown” to your homeowner’s...

Budgeting With the 3 Bucket System

Based on my experience as a financial planner and a partner of Atkinsons Chartered Accountants, most Americans have no clue what they should be spending on their lifestyle. The problem is that most of us are not anticipating the “unexpected” expenses like...