Category Archives: Retirement

  • Life does not care what we would rather be doing

    October,8,2021

    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

  • Straight from the horse’s mouth

    April,15,2021

    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

  • High or low?

    March,25,2021

    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

  • Uncharted Waters: Navigating Volatility

    January,15,2021

    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

  • How small businesses can help their employees & themselves

    November,24,2020

    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

  • The case against DIY

    September,23,2020

    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

  • The difference between saving & investing

    June,15,2020

    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

  • 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

  • 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

  • Surviving an illness doesn’t have to make your family finances sick

    May,29,2019

    Last time I talked about the importance of life insurance and how it can help your family if a life ending tragedy were to occur.  This time around I would like to discuss another under appreciated insurance product that can…Continue Reading