Steve

I am on the Board of Directors for my local Habitat for Humanity Associate and I wanted to spend some time in the public front…

Its amazing where one might draw an inspiration for writing. This morning, I was looking out through my window into the back garden, as I…

The proliferation of robo advisors, or automated online investment platforms, bringing low priced financial services out into the market, has received significant buzz over the…

Reflection is a healthy habit and can provide peace of mind. This time of year I tend to reflect on my own life, my family…

We need to re-define balance in our lives. A consistent discussion I have had with people is the concept of actual need versus want. In…

This past weekend I was able to get away to an annual fishing trip in Muskoka, Ontario. I have been travelling with the same bunch…

I’ve talked in and around the concept of credit card debt many times but I don’t think I ever focused an article on how to…

For some, life is complicated. Maybe too complicated. We have been working with a new client recently and her story inspired me to explore ways…

In our throws of working with families and their finances, one of the items that is often left out of the plan is a properly…

We have been dealing with a few estate transitions in the last few weeks and find that families are not as prepared as they should…