This Blog is brought to you by Forbes Wealth Management, a financial planning firm in Carberry Manitoba.
Forbes Wealth Management is lead by Don and Erik, a father and son team with a combined experience of nearly 40 years. Planning the succession of our own business provides us with a unique perspective on accumulating and preserving wealth for family farms and rural businesses that value the family farm legacy and maintaining a sustainable rural lifestyle.
Forbes Wealth Management offers a variety of services; wealth management, succession planning, financial planning, retirement planning, estate tax planning, insurance planning, and corporate structuring.
The purpose of this blog is intended to provide farmers and rural business people with simple knowledge and insight about financial issues that affect their ability to accumulate wealth. All too often farmers and business owners make hasty decisions that can lead to uncomfortable or complex situations. We endeavor to fight against the lack of information and help these people understand the financial world and its complexities. We also seek to shed light on some common misconceptions and ultimately provide simple tips to accumulate wealth more effectively.
We plan on blogging about a varying of topics from farm succession planning complexities and potential solutions, to economic and tax law changes that can affect the way you accumulate wealth. We will blog about topics we think are of most interest to our clients, but welcome your input and suggestions if you have a topic you would like us to cover.
At the end of each blog post we are planning on including a brief update on the economy and other interesting world happenings and technological advancements that will affect the future.
This blog is meant for those that have a grasp on their financial affairs but are seeking a little bit of guidance and wisdom. We plan on keeping the language and concepts as easy to understand as possible, so the reader can rely on us for valuable information that is relevant to their situation.
If you would like to get involved with the blog, please leave a comment down below. Let us know what you think or suggest topics of interest you would like to have us cover. Also feel free to go to our website (www.forbeswealth.ca) and check us out there as well.
Photo by Daniel McCullough on Unsplash
Disclaimer: This Forbes Wealth Blog is for informational purposes only and does not constitute financial, legal, or tax advice of any kind. Please consult your legal, accounting, tax, investment, banking, and life insurance professionals to get precise advice relating to your particular situation before acting upon any strategy.
