Parents

Fixed-Income

Imagine a title:  "FIXED-INCOME:  Mr. HYDE becomes Dr. JEKYLL".   Or another sub-title could simply be, “Don’t lose our money!”  ...because that is exactly what can be at risk now with fixed-income investing.  Don't use the last thirty years as your guide because the rear view mirror is a dangerous guide to the...
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What if the Future were Taken Away?

It’s an open question.  Thinking of this together may be more valuable than anything we could write about it.  Realizing how the future could slip away, or Lifestyle and Comforts can disappear, we can also today find how to protect our future and the life we want.

Jot on a piece of paper...

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House-Rich Cash-Poor: Retirement Income Strategies

You may recall Norman and Ethel as leading characters of the 1981 movie “On Golden Pond”. If I can borrow their names for our discussion here, Norman is 78, Ethel is 77, and they are both enjoying good health.  What's looming on their horizon now is the financial stress of being house-rich...
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Estate Insurance

I’m missing Charles who became a dear friend of mine in 1997 as we built their family’s Estate Insurance.  Recently Charles passed away.  Ann continues with us, and their remaining insurance will pay at her passing.  If I share some of their story with you, it could help with questions you have...
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Awards

Queen Elizabeth II medal (1992) for service to community

Awarded on Parliament Hill 1992 for service to represent combined interests of business, faith groups, education, and non-profit sector in the battle against child poverty.

Million Dollar Round Table Member

Million Dollar Round Table represents a top level of insurance- and financial-advisors among near 90 nations world-wide, fostering highest levels of professional commitment and morality, lifelong study, mentorship and collegiality.

Community Involvement


Brian is enthusiastically active among charities, community foundations, and faith groups to enrich human development and potential for children in need, families in transition, and seniors in solitude.