• Borrowing to invest
  • Creating a business entity
  • Increasing awareness of the economic benefits of a sustainable lifestyle
  • Being prepared for the unexpected
  • Positioning multi-generational finances
  • Trying to understand the new real estate market and how it affects your financial plan
  • Receiving a sizable tax refund or having to pay taxes due each year
  • Caring for aging parents
  • Knowing how to wisely handle an inheritance