Category Archives: Education

  • How to calculate your investment growth

    January,31,2020

    Year end statements for 2019 are arriving, so I thought it would be a great time to share this short video from Edgepoint that explains the proper way to calculate your investment return.  It also goes over the difference between…Continue Reading

  • Be resolute

    January,23,2020

    Happy New Year everyone.  I hope you all have a great year! Have you made any resolutions for 2020?  Have you set any goals?  Have you completed your goals in the past or are does your motivation decline as the…Continue Reading

  • Tis the season – of debt.

    December,4,2019

    With the holiday season upon us, our credit cards are starting to take a beating.  For a lot of us, this time of year puts a strain on our finances.  Unfortunately, there is pressure to find the perfect gift for…Continue Reading

  • Some of the ways OAS can affect your retirement income

    November,21,2019

    Figuring out your income when you retire can be difficult.  There are tons of books and articles that seem to offer easy to follow recipes about how to manage the multiple sources of your income in retirement.  There is, however,…Continue Reading

  • Two alternatives to traditional life insurance

    June,18,2019

    In my last two articles about life insurance and critical illness insurance, I said that they are often underappreciated financial tools that can help a family in a time of tragedy.  This month, I will take a closer look at…Continue Reading

  • Investing: Volatility, emotions, and the odds

    January,18,2019

    After over 2 years of straight up growth, the markets have returned to more normal periods of volatility.  While these are a regular and expected part of market activity, it never feels good to experience them.  It is our feelings…Continue Reading

  • Fundamentals simplify investing

    December,20,2018

    Saving and investing can seem complicated and this often leads to a paralysis of action.  There is so much information, it can be hard to determine what is right for you.  Faced with too much to process, it is easier…Continue Reading

  • How to proactively stop stress from influencing your financial decisions

    June,27,2018

    The past few months I have written about the link between stress, health, and finances. I would like to continue the discussion by focusing on how stress can impact your financial decisions and discuss some strategies to help mitigate the…Continue Reading

  • Your finances can affect your health

    April,30,2018

    Money issues can cause stress. To anyone who has had trouble making ends meet, that may be an understatement. Thinking about financial issues can easily overwhelm your daily life affecting your relationships, your performance at work, your self esteem, and…Continue Reading

  • Are you protecting your “SELF” from theft?

    April,1,2018

    As more and more of our everyday lives happen online, we are becoming more vulnerable to identity theft – the acquiring and collecting of personal information for criminal purposes. In fact, it looks like there were more instances of identity…Continue Reading