by Daniel Busman | Nov 15, 2024 | Weekly Wisdom
What should you know? As your parents grow older, it’s important to have open conversations with them about money, even if it feels a bit uncomfortable at first. Practical discussions around finances are essential to ensure your parent’s wishes are respected and they...
by Daniel Busman | Nov 11, 2024 | Weekly Wisdom
What should you know? The sudden loss of a loved one is devastating. It can be even harder if important financial matters are left unconsidered and disorganised. If you haven’t taken the time to order your affairs during your lifetime, the process of managing your...
by Daniel Busman | Nov 1, 2024 | Weekly Wisdom, Weekly Wisdom
What should you know? In today’s global economy, many non-U.S. nationals hold investments and RSUs in the United States. It is often seen as a financial safe haven, but a significant risk looms in the background: U.S. Estate Tax. If you are a non-U.S. citizen...
by Daniel Busman | Oct 25, 2024 | Weekly Wisdom
What should you know? It’s almost Election Day in the US once again. As is customary, the media is filled with predictions about how the results might impact stock markets. It’s natural for investors to seek connections between who wins the White House and which way...
by Daniel Busman | Oct 11, 2024 | Weekly Wisdom
What should you know? Most people would struggle to cover the financial costs associated with serious life events, such as death or long-term illness. This is why insurance is such a key component of a sturdy financial plan. Insurance is a way of transferring the...
by Daniel Busman | Oct 11, 2024 | Weekly Wisdom, Weekly Wisdom
What should you know? Imagine you own 4 assets, each with different values. One is worth $3 million,Another is worth $750,000,A third is valued at $100,000,And the last one is worth $50,000. Which asset do you think is the most important to insure and protect? It’s...
