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September 15, 2023

Will you have Enough?

Are you wondering, “Do I have enough for an abundant retirement?” If so, you are not alone. Pursuing financial freedom and security has always been a challenge. With recent events, it has become an even more complex and daunting task,...

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August 8, 2023

Why supporting clients with digital literacy isneeded when changing technology platforms

Switching dealers involves careful planning and consideration – but advisors who’ve recently undergone such a transition say getting clients adapted to digital platforms at their new firm is often an  underestimated part of the transition. FG TRADE/AFP/GETTY IMAGES Sign up...

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November 23, 2022

You Only Retire Once – Are You Prepared?

Growing up, I was always afraid of standing up in class to speak or being singled out to answer a question. I thought it was because I was shy. Then I learned that people feared public speaking more than death!...

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September 2, 2021

Interview with Tim Hansen by My Business Magazine

Written by GARY MILAKOVIC “Success takes work,” said Tim Hansen, Wealth Advisor with Sutton Wealth. “You need to make an investment in yourself. It takes time and energy: there’s no quick solution. Success is a lot of small, good decisions,...

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June 18, 2021

Advisors who switch firms must do so carefully and strategically

by Alison MacAlpine Special to the Globe and Mail Published June 18, 2021   One advisor who moved firms explored opportunities with other organizations extensively, talking to advisors and meeting with people at his new firm’s head office before making his decision....

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June 26, 2020

Are you making the wrong gift at the wrong time?

“Begin with the end in mind!” Wise words from Stephen Covey, and easy to apply to some things. My experience as a financial professional is that it doesn’t apply as easy or as often in the world of philanthropy. The...

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May 1, 2020

The Next Stage in Life: Preserve, Protect, and Pass On Your Wealth

Success for a business owner is a strange thing. An entrepreneur spends most of his or her life doing things that few others would do, such as working sixteen-hour days, getting a second mortgage to manage through hard times, or...

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