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 questions that leads to an integrated and humanistic approach to planning. It drilled down to […]
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. There are some important deviations between financial life planning and financial planning most people are […]
Rising interest rates are alarming most Canadians. All in the name of fighting inflation. Some can accept rising prices but when it comes to servicing mortgages and debt, this is most concerning for people. Especially with mortgages and debt related […]
Today we are all trying to find out where we are on our financial roadmaps. Some of us are at the start. Some of us are nearing the finish line. Most are in the middle of the road like millennials. […]
Some people think that debt is a dirty word. Whether it be personal debt or business debt, it has some negative connotations. When you run a small business, debt is typically part of your financial life plan. While debt often […]
Its amazing how the last few years, years of turbulence and unwanted changes, has flown by. What were established plans and processes with clients did not all materialize as determined. In most cases, clients decided not to make any significant […]
In our current environment, we are seeing personal debt levels at the highest they have ever been being met with increasing borrowing rates. It was bound to happen. Pair that with insane real estate values and the highest inflation rates […]
Everyone’s life has a basis in spirituality. Of course, that is a personal perspective and spirituality means a different thing to every person. I am not speaking about religion as much as I am about the concept of spirituality or […]
Let’s be real, money can be overwhelming, period. Add to that a society built on consumerism, aesthetics, and status and you have a recipe for anxiety. It seems like we’re all working harder and harder just to live and to […]
I lost a parent a month ago. He was at his prime in retirement. Fate interceded and he passed quickly in his eighty first year. Just like that he was gone. But while in retirement, he really enjoyed his lifestyle. […]
