Just like singing “Auld Lang Syne” every year so goes the need to create resolutions for the New Year. I remember last year our blog post focused on real resolutions that were value driven, wholesome, and achievable. Not just empty […]
So, begins my annual Christmas charade. The curse of commercialism. How a landslide of gifts has obliterated the true spirit of Christmas. The crass commercialism which surrounds the experience of holiday shopping, not to mention the prequel Black Friday, Cyber […]
Too few of us are prepared to deal with the financial challenges that tend to arise as our parents reach old age. This is something that needs to be broached when your parents are young and capable of making the […]
A divorce or the death of a spouse exacts an emotional toll. Unfortunately, each can also be a financial toll. Managing the transition from being married to being single means crossing a lot of items off a financial checklist — […]
Lately, I’ve been hearing about how some people feel that the quality of financial advice provided by their Financial Advisors has been lacking. Does this sound familiar… “The only time I get a call from my Financial Advisor is during […]
One of the most common questions I am asked when engaging with a client for the first time is how often should we meet. Initially, as we draft their financial life plan, we meet more frequently. Once we have the […]
Now that we are into the second long weekend of our summer, I thought I would share some of the things I sometimes think about during our summer weekend obsession. It certainly should be a special time with family and […]
Good old summer time is upon us. In Canada, the May 24 long weekend signals the start of the traditional Canadian summer season. Having spent the weekend at the cottage, I was thinking of this morning’s blog posting. While I […]
Many people await the words of professional advisors for advice to direct our financial decisions. What we may not appreciate is the great source of advice that has been available all along, much closer to home. That would, of course, […]
I was delighted to see the response we received for our recent blog post entitled “Starting Your New Financial Life Together.” Thank you. It seems to be a popular subject for many so we have decided to continue on that financial […]