For some, life is complicated. Maybe too complicated. We have been working with a new client recently and her story inspired me to explore ways to for people to simplify their financial life. Our client is a mom in her […]
In our throws of working with families and their finances, one of the items that is often left out of the plan is a properly planned family summer vacation. We usually see this in families with limited means or ones […]
We have been dealing with a few estate transitions in the last few weeks and find that families are not as prepared as they should be. It is quite a quandary for folks as the concepts of preparing an estate […]
In the spirit of the sesquicentennial of the birth of our nation, I have been thinking for a while now on how I could capture the true image of what it means to be a Canadian and what symbolizes the […]
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 […]
Most in the know can align Northern River Financial with the outdoors and nature, more fostered by a more balanced and healthy approach to life. So, it makes sense that with spring and beautiful weather finally here, we highly recommend […]
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 […]
Spring brings back the sun and is refreshening. People like to plan vacations during Spring Break to take advantage of the much-needed time off. However, those plans may never materialize because money can be a limiting factor. Worrying about money […]
Given that it is the time of year that is coined as RRSP season, I though I would evaluate the concept that most people are inundated with. You know the issues that come to mind when deciding in a rush […]