August 2021 - Kerr Financial

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Why you need a Power of Attorney (“POA”) When reviewing financial affairs from a legal standpoint, most individuals ensure that their will is up t...

Categories: Estate Settlement & Administration, Personal Financial Planning Tags: Estate Planning, Financial Plan, Integrated investing, integrated wealth management, POA, Power of Attorney, Risk Management, Will

Inflation! 3 Steps You Can Take to Protect Yourself.

Inflation- How it affects your financial plan and what can you do to protect yourself? Rising inflation is making financial planning more important as...

Categories: Investment Management, Personal Financial Planning Tags: Financial Plan, inflation, Integrated investing, integrated wealth management, protect against inflation, stagflation, what is inflation

Responsible investing

Your Money, Your Values Historically, the two main considerations when it came to investing were risk and return. However in recent years investors ha...

Categories: Investment Management, Personal Financial Planning Tags: environment, ESG, Integrated investing, integrated wealth management, Investing, Responsible Investing

What happens to our hard-earned rewards points after we pass away?

USE IT OR LOSE IT! 5 Steps you can take to protect your accumulated rewards points programs Rewards cards have made their way into our wallets in one ...

Categories: Estate Settlement & Administration, Personal Financial Planning Tags: death certificate, Estate Planning, Financial Plan, rewards points, transferability