I was writing a post for my Northern River Reflection feature this morning. As I reflected on the incomprehensible level of negativity in our news feeds today caused by the state of a democratically challenged southern neighbour and the world […]
So here we are. 2020 is behind us, a definitely forgettable year for most. 2021 has arrived and most people are in post holiday exhaustion and getting into their work life routine again. The coronavirus pandemic threw everyone for a […]
We are a few days away from that special day of the year everyone looks to for spending time with family and friends, sharing special greetings, and exchanging thoughts and tokens of our love and appreciation. But like anything in […]
As we approach the end of the year, a year most of us would rather forget, it may be an opportunity to sit down and take stock of our financial life goals and our position relative to them. In fact, […]
I often have people who tell me how it is unfair that some people have money and some don’t. In this case, I am speaking to people that have made their money not those where wealth has transferred through the […]
I had a phone call last week from a client who informed me that they had been diagnosed with cancer. Fortunately, at this point, it is an isolated non-aggressive type of cancer. This couple had been through a cancer journey […]
In my over 30 years in the financial service world, I have seen it all when it comes to mistakes in managing our money. Have I made some of these mistakes in my younger years? Yes. We all make mistakes. […]
I can hardly believe October has arrived. I’m still in summer mode having just returned from two weeks away. Its hard to turn to the Fall and not realize that a new year is approaching that hopefully bears better news […]
Our last six months has re-affirmed our belief that everyone should have a financial life plan. As a fundamental part of our virtual business transformation to non face-to-face meetings and online administration, my company recently re-thought our planning philosophy. From […]
Times are changing. So is the demographic of the typical Financial Life Planning client. We have an emerging client. The young professional. There was a time, not too long ago, that serious financial planning for young professionals was something almost […]