Steve

A perfect storm is starting to brew as homeowners with variable rate mortgages as they are having to increase their mortgage payments to cover the…

This seems to be getting more and more prominent. Consider this. You’re rushing out the door and you pat that familiar spot to confirm you’ve…

With the perfect storm of very volatile markets, inflation, increasing interest rates and super high housing and rental costs, many young people are left in…

While preparing a draft financial life plan for a new client recently, we were reviewing the client’s existing planning and came across a fairly standard…

Well, I suppose many people are sitting there worried about the status of their investment portfolios in light of our current markets and the headaches…

Here we go again for the good. The Federal Government is creating a new Tax-free First Home Savings Account (FHSA) as a way to assist…

Maybe this is the first year in several where we will see kids return to school for a prolonged stay moving away from the confusing…

We have discussed the foundation and fundamentals of financial life planning. We’ve laid the framework. Now we can create focus. The financial life planning model…

This is the second of three posts about financial life planning. The last post introduced the underlying values of the process. It explored asking meaningful…

Some recent conversations with clients and prospective clients have led me to want to write a series of articles on post pandemic financial life planning…