3 weeks ago
7 Things Women Need to Know About Money
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…
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3 months ago
What to Do So Your Inheritance Does Not End Up in the Hands of the Other Woman
“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…
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5 months ago
10 Steps to Help You Plan to Achieve What’s on Your Bucket List
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…
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6 months ago
7 Reasons Why Having a Good Estate Plan Can Save Your Family After You’re Gone
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…
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1 year ago
A Different Approach to Finances After 60: How Best to Leave This World vs What to Get from This World
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…
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