We’ve all heard of Freedom 55. The connotation is to hopefully be in a position to retire at the age of 55. I know a lot of people reading this right now would label this as wishful thinking. Well, just […]
Millennials are not inclined to get financial help or professional advice after receiving an inheritance, a recent survey from TD Bank says. The survey found that 83% of millennials who have received or expect to receive an inheritance feel confident […]
With the gargantuan increases in property values in most Canadian major cities, baby boomers are doing a lot of thinking. When do we make our move? Where do we make our move? Do we make our move? Hopefully, the kids […]
I’ve heard this argument before. I heard it again with respect to armchair economists. If we could solve all our world’s problems from the comfort of our living room, the world would be a better place. This can be construed […]
It’s a long game. You’ve got to have a strategy. Achieving early retirement is a pretty awesome feat. But that doesn’t mean early retirement is for everyone. This was something that we recently were discussing with a client who is […]
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 […]
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 […]
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 […]
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 […]
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