Category Archives: General Finance

Get your finances in order

Just about every blog that I type is triggered by an event, situation or case that I have come across in my day to day role as a Financial Advisor. Recently I began working with a family who’s Mother has required long term care. The adult children are working through all of their Mother’s files

Creating a Catalyst for Financial Change

“Catalyst: to spark, to ignite, energize, mobilize; something that accelerates a reaction.” (DDI) With two months of the year behind us, I think it’s safe to suggest that, for the vast majority of us, the resolutions we made with such conviction 10 weeks ago, have faded into distant (and perhaps, slightly uncomfortable) memories. No matter

Three Lifestyle Investments for success

“The only lasting investment, is an investment in yourself.” – Jeffrey Benjamin When it comes to financial planning, one of the challenges is stepping back far enough to be able to see the big picture. Logically, we know that building wealth is a numbers game and so we tend to direct most of our focus on

Tracking Expenses – The Paycheque Planner

“Everything must be made as simple as possible. But not simpler.” – Albert Einstein If you’ve read my posts before, you might have picked up on the fact that I really don’t like the word, “budget”. There’s something about it that conjures up a sense of restriction and limitation in my brain that just doesn’t