5 Must Understand Financial Concepts

Geoff Cook - CFP, CHAIP

1) Money needs a name: Money is fluid and always moving, that’s why we call it “currency.” If you don’t put a name to it or label what it is meant to be used for, it will find somewhere to go....

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What's going to happen in 2014

Geoff Cook - CFP, CHAIP

 Below is a complilation of the outlook for 2014. Highlights include, The Economy, Jobs Growth, Market Forcasts and much more.Blackrock Investment Institute - 2014 Outlook    ...

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Beware of Scams

Geoff Cook - CFP, CHAIP

 Scams and frauds are all around us. I personally was scammed several years ago in a money transfer scam.A few years ago, I was in the market for a new car and found a great on an Acura sports ca...

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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. 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—set...

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How to Save the Family Cottage

We have all heard the old saying, “Two things are guaranteed in life: 1. Death 2. Taxes.”We are at an interesting time right now where prices of assets over the last 50+ years have seen a tremendous growth spurt. I always find it interesting talk...

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