Captain’s Log

Philanthropic Giving Strategies: How to Give with Purpose and Impact

February 1, 2026

For many individuals and families, philanthropy is about more than generosity; it’s about making a meaningful, lasting impact. But effective charitable giving doesn’t happen by accident. Like any financial goal, it benefits from a thoughtful strategy that aligns with your values, tax situation, and long-term legacy plans. A strategic approach to philanthropy allows you to…

Comparing Term and Whole Life Insurance

May 2, 2019

For something that’s so important, it’s hard to imagine why insurance can be so complicated, especially when it comes to life insurance. The general idea of insurance is to provide…

How Parents Can Save For Their Kid’s Education

May 2, 2019

If you’re a parent looking to plan for your child’s future education, the sooner you can start, the better. With rising tuition rates and plenty of other unpredictable costs, it’s…

What Is Financial Planning and Forecasting?

May 2, 2019

Financial planning and forecasting are a key part of any person’s life. From a very young age, we’re taught that money doesn’t grow on trees and that it’s a finite…

Which Type Of Investment Is Right For You?

May 2, 2019

Investing is something that we all do whether we realize it or not. When we attend college or some other type of higher education, we’re not only investing money but…

Financial Planning In Lanark: Start With These Three Basics

March 19, 2018

INVESTMENTS LANARK Wealth management is an important part of life, both now and in planning for the future. For some, financial planning begins with their first high school job. Others…

Most Common Retirement Planning Concerns and How to Address Them

March 13, 2018

FINANCIAL PLANNING LANARK Retirement can be one of the most enjoyable stages in your life. You work hard throughout your career so you can eventually live your life without the…

The Basics of Life Insurance

February 23, 2018

Life insurance is a contract between a person and an insurance company. It can be a contract for a certain amount of time or one that lasts permanently. The temporary-esque…