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Blog

Brian Williams | Jul 19, 2021

Financial Planning for Young Professionals

Finance
College
Savings
Lifestyle
You're 25 and feeling alive. You're settling into life after university, paying off your debts and slowly figuring how to "adult". But with the responsibility
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Emergency exit door.
Brian Williams | Jul 12, 2021

Your Emergency Fund and You

Risk Management
Savings
Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But folks, I’m sorry to say
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Group of students studying.
Brian Williams | Jul 5, 2021

Why Young People Still Need Financial Professionals

Finance
It’s that time again - the end of a fiscal year and that means tax season is just around the corner. With each passing filing it seems as though young
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Brian Williams | Jun 28, 2021

Student Debt - 4 Tips to Get Your Finances to a Passing Grade

College
Savings
Finance
So you’ve got your degree, now what? These days, only on television is landing your dream job after graduation a thing that could actually happen.
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Married couple in front of lake.
Brian Williams | Jun 21, 2021

Financial Planning for Newlyweds

Finance
Lifestyle
Family
Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about
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Businesswoman looking at her phone
Brian Williams | Jun 14, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Happy couple.
Brian Williams | Jun 7, 2021

Pay Yourself First - The Holy Grail of Personal Finance

Finance
Lifestyle
Savings
Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick
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Business handshake.
Brian Williams | May 31, 2021

How to Choose a Life Insurance Agent

Insurance
Lifestyle

Buying life insurance usually starts with trying to determine how much and what type you should buy. You will probably need some help making those decisions, so

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Children sitting on a bench together.
Brian Williams | May 24, 2021

Business Owners’ Personal and Family Security Risks

Lifestyle
Risk Management
Accumulating wealth turns out to be a double-edged sword for business owners. It certainly has its privileges, but it also comes with additional risk exposures
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Child with apple.
Brian Williams | May 17, 2021

How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Insurance
Lifestyle
Family
Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance. However, every decision to buy life
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Married couple a bench staring at ocean.
Brian Williams | May 10, 2021

Do Spouses Need the Same Amount of Life Insurance?

Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due to the added cost of day care and
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Houses in a neighbourhood.
Brian Williams | May 3, 2021

Renting Your Home? Why Renter’s Insurance is a Must

A tight housing market is leading many young adults to postpone purchasing a home, choosing instead to go the rental route. Many simply don’t want to be
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