Post Pandemic Portfolio Practices
There is no telling when we will see an end to the current pandemic. I suspect we may have cornered it but we must remain…
Financial Planning Primer for Small Business
Most people are aware of the importance of financial life planning for their own personal affairs. Few understand it in the context of a small…
Questions I Wish to be Asked
In the business of financial life planning, I answer a lot of questions. Many centre around money management. It’s no surprise that I spend a…
Money Manners
This past week, I have had a lesson in politeness. Something that, to a large degree, is missing in our world. And the lesson was…
Re-evaluating Summer Vacation
Well it certainly will be different this year. The annual summer vacation where most people’s plans are pulled apart as a result of the Pandemic…
Work Life Balance in the New Normal
Our core focus is as a Financial Life Planning firm. But despite all the formalized planning, life can get in the way. Especially as it…
Navigating the New Normal
Surfacing from this Pandemic, we are all talking about returning to normal. Perhaps a new normal. We’ve had plenty of time to reflect on what…
New Rules for Post Pandemic Retirement
Face it, we have entered a new world where we will find a new form of normalcy. Forget what you’ve heard in past. Here are…
Post Pandemic Financial Planning
As Canada and the Provinces start to talk about a post pandemic world and exiting self-isolation and slowly opening up our economy, many Canadians are…
Coping with Financial Stress and Anxiety
I had a discussion this week with a client who is facing what many people are facing in the course of the current Pandemic. She…