24 June, 2016 Financial Planning Investment Services

The Exit of Britain from the EU. Folly or Brilliant?

The British have once again stood their ground, and have voted for sovereignty control from what they feel is an oppressive European Union and for this I congratulate them. Perhaps, this is just the beginning, as Sweden ,Scotland , France and others have...

16 June, 2016 Financial Planning Investment Services

Opportunity Knocks one last time in 2016; Tax Sheltering Strategies not to be missed!

The Federal Government has passed into law certain changes to Universal Life (UL) Insurance Policies that will significantly curtail the amount of money that can be invested and tax sheltered within these policies. Robert Roby and Betty-Anne Howard had...