INSIGHTSThe Dangers of Buy Now, Pay Later PurchasesIn today’s age of online shopping, you can buy almost anything with a click of a button, whether you can afford it or not. Traditional...
LIFE INSURANCEThe Do's and Don'ts of Life Insurance for InheritanceLosing a loved one is never easy, but dealing with financial matters during a time of grieving can make the process even more...
INSIGHTSConcentrated Stock: Why A Client Fired Me5/05/2023 Charles Luong, ChFEBC℠ About six years ago, I was meeting with a prospective client who intended to retire very soon. As I...
Eight Common Employee Benefits That Offer Tax Advantages for EmployersEmployee benefits are essential to keep your workers happy and motivated in the workplace. They don't just attract top talent but help...
LIFE INSURANCEThings to Remember: Life Insurance for Business Owners and Business PartnersAs a business owner or partner, you are in charge of the operations and growth of your business. You make critical decisions that impact...
FAMILYProtecting Your Family with Life Insurance for Parents and MinorsAs a parent, you always want to make sure that your family is financially protected in case of an unexpected event. One way to do this is...