What is a Tax Deduction?

Geoff Cook - CFP, CHAIP

When financial planning - taxes become a very important piece of the puzzle in many different times in our lives. It is often best to start with the basics before we can go in to strategizing. This wa...

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4 Way's to Spend Critical Illness Proceeds

Geoff Cook - CFP, CHAIP

In the unfortunate event that you or a loved one is suffering from a critical illness, having critical illness insurance provides several benefits to you and to your family. Critical illness insurance...

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How to Save Money on Life Insurance

Geoff Cook - CFP, CHAIP

Lets face it, no one likes buying or paying for insurance. In fact I often hear people say they feel insurance poor. From time to time I will meet people who want or already have life insurance and th...

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Newsletter - January 2013

Geoff Cook - CFP, CHAIP

May we offer our sincere wishes to you and your family for a healthy, safe and prosperous 2013.Speaking of prosperity, allow us to start with positive news...the Organization for Economic Co-operatio...

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Dont Forget These Two Simple Steps When Estate Planning

The pure purpose of Estate Planning is to make an efficient transfer of wealth. Period.Efficiency of Estate Planning is measured in two parts:1) Tax: It is important to plan your estate in a way that will transfer wealth in a tax-efficient manner—s...

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