Category Archives: Retirement

No matter the age of life you are in, your financial plan should be your boon companion and echo your place upon the stage, helping you with your life goals, for your lifetime. Looking for your cue?  Lifetime Financial Services…Continue Reading

“Strangeness adds to the weight of calamities, and every mortal feels the greater pain as a result of that which also brings surprise. Therefore, nothing ought to be unexpected by us. Our minds should be sent forward in advance to…Continue Reading

In June I asked, “Can you afford to get sick?”.  I encouraged you to look at your present situation and see how your family and you would be able to financially respond to a medical emergency.  That article also had…Continue Reading

As an advisor, I find it very helpful to know what the people managing the mutual funds that I recommend think about the markets, the economy, and where they think they can make money. I think more investors should take…Continue Reading

I wanted to share this article from Brian Levitt, an analyst with Invesco Canada. It provides an interesting picture of the markets during the last year and questions one of the “rules of investing” – buy low and sell high….Continue Reading

Much has changed for us in the last year, and when it comes to the markets, the pandemic has raised many questions. I am happy to offer this presentation in conjunction with Franklin Templeton that covers historical market shocks, human…Continue Reading

Let’s face it, we are living in a stressful time.  Most of us are dealing with issues that we never expected to have.  We are changing the way we behave and work, whether we want to or not. Part of…Continue Reading

A couple of years ago I wanted a new deck.  I checked around and found out what the professionals were charging, and I thought that it was too much.  How difficult is it to build a deck?  After a little…Continue Reading

After about 3 months of isolation we are all getting tired of reading about it so I thought it would be nice to return to basics and talk about the difference between saving and investing.  This article from Fidelity explains…Continue Reading

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