Topic: Finances

If you’re looking for simpler and more efficient ways to manage your money, we’re offering up seven practical tips you’ll ...

Let’s think about the following scenario. You’re a senior (or senior couple) with a downsizing strategy. As part of that ...

While we do not believe in simplistic solutions, we emphatically believe that by sticking to some fundamental principles we ...

Recently, we came across an observation made by Janet Yellen, United States Secretary of the Treasury, who stated: “Housing ...

Many financial advisors would likely agree that client expectation management is one of the thorniest problems they face. ...

Suggested steps to minimise the impact As we reported in part one of this blog series, we’re currently in a bear market, ...

Understanding the Problem Let’s not sugar the pill. It doesn’t matter whether you’re 36, 60 or older, for investors there’s ...

An Important Discussion About the Increase in Old Age Security (OAS) Pension Payments In a long-awaited statement, ...

It’s something of an article of faith that seniors are, in general, a lot less savvy about money than they should be. Is ...

It’s not uncommon for people to hesitate when it comes to hiring a wealth advisor or financial planner. The hesitancy is ...