While non-essential businesses are slowly starting to open again during Phase 3, we still wanted to provide you with a list of fun things to do at home with your family.
Especially for our clients who have younger children or grandchildren, some of the links provided below will be helpful during summer while they are out of school.
Good financial planning involves taking a comprehensive and holistic approach to looking at your financial picture. It isn’t just investment management, but also tax planning, retirement income planning, estate planning, and protection of assets. It also means trying to maximize saving money through tax reduction strategies and expense management.