There are more opinions on money then we think. In our encounters with various people, one of the things we need to understand is their perspective on money. It is integral to understand when creating their financial life plan. Face […]
I’ve had this topic in my list of future topics for a while and decided to cover it based on a conversation with a client this week. When I meet with clients, of course, I am always asking them is […]
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 […]
Last week was a busy week with Black Friday, Cyber Monday, Giving Tuesday and the onset of Boxing “month.” All the retailers want us to think about Christmas shopping and planning for the Holiday Season. You know, the old saying, […]
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 […]
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 […]
The family cottage up north. The cabin on the lake. The beach front property. A vacation property can take various forms for many people but one thing is certain. The need to ensure the proper family cottage succession strategy is […]
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 […]