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Category: Interests

  As the Baby Boomer generation ages in Canada, we’re seeing inheritances being passed down on a greater scale as the years pass. Boomers started to hit that magic age starting…
As the Baby Boomer generation ages in Canada, we’re seeing inheritances being passed down on a greater scale as the years pass. Boomers started to hit that magic age starting in 2015, so we’re about three years in. With the new influx of cash, inheritanc… http://jeffstern.com/index.php/blog/should-i-invest-my-inheritance-stocks-or-real-estate/


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Category: Professionalism

I was in my mid-twenties, and eager begin my own personal financial planning.   Luckily, a close friend of the family also had a close friend of the family who was…
I was in my mid-twenties, and eager begin my own personal financial planning. Luckily, a close friend of the family also had a close friend of the family who was a life insurance agent and was willing to take me on in this capacity. I took my trus… http://jeffstern.com/index.php/blog/family-friend-who-stole-thousands-dollars-me-and-what-you-ca/


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