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 […]
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 […]