Kris Dureau

Focuses on the furry family members and how to ensure they have a home no matter what happens. #pets #estateplanning #plan

Who hasn’t bought that lottery ticket hoping it’s the winner in the big? But what if it really happened? What would you do? #lottery #windfall

The things you need to know regarding what you’re entitled to and where you stand in the marriage from a financial perspective. #divorce #finance

There is no doubt that planning for retirement can seem like a complex process, and even thinking about it can be stressful.

Offers some tips that may ease the sting of leaving the everyday workforce. #retirement #finance #planning

The conversations you should be having with your children about finances prior to them leaving for college or university. #college

Is it a good idea to get a fixed mortgage or variable mortgage? Do higher rates make it harder to qualify for a home loan? #realestate

Other assets that could end up performing better in today’s environment. #inflation #investing #gold #advice

To foster good financial habits for the future, it’s important for parents to talk to their children about money from an early age. #finance

15 quick-hit tips to help you get a better handle on your finances, both now and in the future. Investments, tax planning, wealth transfer, debt management

How taxes, inflation, fees, and overreacting to the market impact our savings, income, and investments. #investing #investor

Alternative investments are becoming increasingly valuable with everything that has been going on over the last 24 months. #investing

Divorce brings a lot of uncertainty. Going through a divorce during a global pandemic has only made the situation worse. #divorce

Are you thinking about inviting your aging parents to move in, but you’re not sure if it’s the right decision? #parents #finance

As a family caregiver, knowing when and how to help your parents with their money is not an easy feat. #planning #investing #parents

From questions about the financial markets to queries about retirement, investing, and insurance. #finance #stockmarket

By practicing these principles, you, too, can learn to protect yourself and gain situational awareness around your money. #finance

Everything you need to know about two types of alternative investments: private and public alternative investments. #investing #investments

This list will shed light on the different financial, health, and planning considerations to be aware of as you approach your next stage of life. 

Financial spring cleaning with six simple steps that will help you get your finances organized and ready for the coming seasons.

Discover tax tips and strategies that can help small business owners maximize their tax planning! #finance #taxes #planning

Discover how critical illness coverage can help you protect your finances and health! #illness #health #finance #insurance

The year-end season is a particularly optimal time to review your taxes with your trusted financial professional. #taxes

Different areas of exit planning you need to be aware of when selling your business and the steps you should take to prepare for the big sale.

With rates so low, should you be considering refinancing your home or purchasing a second property? #realestate #investing #investor

Today’s investors don’t just want a portfolio that’s well-diversified. They also want a portfolio that’s going to make an impact.