Five years ago, we had a group of friends, most of whom were high achievers, over for dinner. Amongst our guests was a client, who had returned to Canada after working as a director at a hospice in California. I thought to tie in our dinner discussion…

Your 60s are a time of tremendous change. You may be preparing for retirement, entering retirement or recently retired. It’s a time where your finances may also be changing; a crossroads of sorts. So, what can you do with your finances…

Going through a separation and divorce is difficult no matter what stage it happens in your life. It might be even more traumatic if you had a long marriage. Below are some common mistakes women make concerning divorce…

Susan and David, in their 60s, had a tumultuous marriage that lasted for 40 years. They faced more than their share of challenges. Building a new business in a new country when they arrived in the US as newlyweds was one of them. While the business…

Richard and Jane Brown sold their four-bedroom home in the suburbs. And moved into a new two-bedroom condominium. In their 60s and still active, they chose this condominium for its amenities. It was two blocks from the ocean…

We all know that men think differently, and this includes all areas of life. Including money. Here’s a real life example: Jack and Sarah went in to see their banker. Jack stated that he wanted the mortgage paid off in five years and asked…

“Money does not change people, it unmasks them.” – Henry Ford. Most people do not enter a marriage with the idea of ending it. But almost half of marriages do end. Dennis and Meghan were married for almost 20 years and had two teens…

We all have a mental “bucket list” that includes all those things we want to do, places we want to visit, people we want to meet before we die. The fact that these items are on our “bucket list” indicates they mean something to us…

While death and taxes are the two certainties in life, no one ever expects their child to die before themselves. Yet life comes in different flavors. Here is a great example I always consider…