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 […]
Alright, our Covid summer is over and children are returning to school in various capacities. We all have our fingers crossed that we are seeing a light at the end of the pandemic tunnel. It is no doubt that we […]
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 diligent with our hygiene, in our daily activities and personal preventive actions to maintain our […]
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 business. Some are aware of business planning like marketing and budgeting but many are not […]
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 lot of my time answering questions and dispensing advice to help people make better choices […]
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 shared by a young lad at a restaurant up north. As I was coming out […]
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. But thinking differently about the family vacation time can help you get a family getaway […]
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 has in the last few months. There was nothing we could do about it and […]
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 we want to come out of the gate and do. The things we have not […]
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 the new rules for post-pandemic retirement. As the Coronavirus Pandemic (Pandemic) upends the economy, there’s […]
