AN APPROACH TO FINANCIAL DECISION MAKING

Posted on March 7th, 2022 in Budgeting, E-Newletters, Retirement
How you approach financial decision making on a day-to-day basis is likely to be the most important ingredient in your…
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THE 50-30-20 RULE

Posted on January 10th, 2022 in Budgeting, E-Newletters, Retirement
“At this point last January, I was determined to change my relationship with money forever,” says Daniel. This is a…
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REVISITING YOUR FINANCIAL PLAN

Posted on October 11th, 2021 in Budgeting, E-Newletters, Lending
The hits keep coming! With the recently concluded Federal election essentially changing nothing in Ottawa, there is little doubt that…
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ADVICE FOR THE SANDWICH GENERATION

Posted on September 13th, 2021 in Budgeting, E-Newletters, Estate Planning, Retirement
It seemed there was nothing her father couldn’t do when Margaret was growing up. He was the most capable person…
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GETTING BACK TO BASICS

Posted on July 12th, 2021 in Budgeting, E-Newletters, Retirement
Recessions, stock-market declines, housing market bubbles, joblessness and, most recently, a global pandemic have created a series of challenges for…
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What To Do After Graduating

Posted on May 9th, 2021 in Budgeting
If you recently graduated it is hard to find guidance on how to handle your finances. It is a big…
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TIME-TESTED MONEY MANAGEMENT STRATEGIES

Posted on April 12th, 2021 in Budgeting, E-Newletters, Retirement
As we grow up, what we learn about money from our parents can significantly influence how we earn, save, and…
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POST-HOLIDAY DEBT? YOU’RE NOT ALONE

Posted on January 11th, 2021 in Budgeting, E-Newletters, Lending
“This is the last time I’m starting a new year saddled with credit card debt,” says Tiffany, a 48-year-old computer…
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