Stuart Kirk

Make your estate plan a priority

Why is it important to have an estate plan? To ensure a simple, tax-efficient and organized transfer of your assets to loved ones when you’re gone.

The best of your bond portfolio

Where it counts

What is retirement planning?

There are many definitions for retirement planning. The most common is: “In a financial context, refers to the allocation of finances for retirement. This normally means the setting aside of money or other assets to obtain a steady income at retirement.”

Do your investments have air bags?

Where it counts

Creating a guaranteed tax-free pension income for life

There comes a time when you have to think about these things