Longevity risk in retirement
People do not have a crystal ball to tell them how long they will live.  Retirement calculators do not either. In North America, Japan, and most of Europe, we are in the Age of Aging.  Two thirds of [more]
Using the Lifelong Learning Plan   
“What you do today can improve all your tomorrows.” – Ralph Marston Over the past couple of weeks, I’ve fielded a number of questions about using and repaying the LLP and thought that it wo [more]
The power of rebalancing your investment portfolio
When you read investment articles, a lot of time is often spent on the buying strategy. When to buy, how to buy and even what not to buy? However, less time is spent on the sell side of the equation. [more]
How much money will I really need?
Let’s say you’re 55 years of age and you’re looking forward to retiring in several years. Can you give up the job and enjoy the retirement of your dreams without fear that you’ll outlive your [more]
Is Financial Success a Question of Willpower?
“What lies in our power to do, lies in our power not to do.” – Aristotle Last week I explored the idea that our ability to save might be more a question of nature than nurture. A recent resea [more]