I am on the Board of Directors for my local Habitat for Humanity Associate and I wanted to spend some time in the public front of our charity. I decided to volunteer in one of our local ReStores and was […]
Its amazing where one might draw an inspiration for writing. This morning, I was looking out through my window into the back garden, as I often am, watching the squirrels scurry about. A grey runs by with a nut, a […]
The proliferation of robo advisors, or automated online investment platforms, bringing low priced financial services out into the market, has received significant buzz over the past few years. As is prudent with anyone who provides professional financial services, it has […]
Reflection is a healthy habit and can provide peace of mind. This time of year I tend to reflect on my own life, my family and friends. I think we are all guilty of not reflecting and recognizing aspects of […]
We need to re-define balance in our lives. A consistent discussion I have had with people is the concept of actual need versus want. In reviewing cash flows with clients, it leads to some interesting conversations. I am astonished at […]
This past weekend I was able to get away to an annual fishing trip in Muskoka, Ontario. I have been travelling with the same bunch of blokes for many years and the trip has been a tradition for more then […]
I’ve talked in and around the concept of credit card debt many times but I don’t think I ever focused an article on how to identify when credit card debt becomes a problem and what to do about it. I […]
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 […]