Prudent financial advisors are always evaluating and re-envisioning their business practices to ensure they are current, relevant, and offering the best to their clients. This has been even more important in the past few years and moving forward. Traditional money […]
We like to play on the idea that “we put life into your financial planning.” But is it a real play on words? Not really and yet we are asked this question almost everyday. We knew that when we adopted […]
In these days of online information and robo-advice, the true role of a financial advisor has become muddied and ambiguous. Fintech has its disruptors. The volume and value of financial information obtained on the internet is only as good as […]
I think most people know I am not a fan of the Registered Retirement Savings Plan (RRSP) season. Do you want to know why? Check out my blog post from last year, “The Insanity of RRSP Season”. The essence is […]
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 […]
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 […]
There seems to be more and more commercials popping up featuring grey-haired models taking part in activities such as sitting in outdoor bathtubs, frolicking at cottages, or simply gazing deeply into each other’s eyes with a joy that one is […]
There’s a benefit to retirement and financial planning that is rarely discussed in the financial media, or in the halls of academia. When it is mentioned it’s often little more than a sidebar cursory comment. However, the single most impactful benefit of the financial […]
Waking up Sunday morning to our traditional Sunday morning ritual of relaxing before the start of the day, sipping coffee, and watching CBS Sunday Morning changed this week. We experienced the first snow of the season in our part of […]
As you begin to build wealth and save for the future, it’s easy to get caught up in the negativity of the media, the ups-and-downs of the stock market and the never-ending advice from your friends and family. So how […]
