3 Biases That Affect Financial Planning and How to Outsmart Them
“Effective financial planning is 90% mental. The other half is about money.” — David…
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“Effective financial planning is 90% mental. The other half is about money.” — David…
ONE of the 7 key components of your financial plan is your investment portfolio. (If…
Who doesn’t love summer? Parks and beaches are full. Cold weather scowls are replaced by…
Goal Setting: The “Why” Will Direct the “What” and “How” One of the biggest ironies…
Budgeting Does Not Work! Rethinking Spending: The Cash Flow Approach When I first started in…
My TED Talk on DIY Financial Planning I was recently asked to speak on…
Show me the Money!! Who doesn’t want “free” money from the government? If you’ve ever…
“Looking forward all that I can see Is good things happening to you and me…”…
My kids tell me I’m too old to be using common texting acronyms like BTW…
Moving through life, from our childhood and school-age years, through our working life, and finally…
One of my guilty TV-watching pleasures is a show called “American Pickers”. It’s a reality…
Well, that summer flew by! And that means school will soon be back in session. …
Guiding Canada’s thriving families through their financial journeys for more than 20 years, I’ve encountered nearly every scenario imaginable. Though I recognize that expertise has its limits, I’ve aligned myself with a team of professionals who share my client-first approach. This collaborative network, including skilled accountants, lawyers, mortgage brokers, and insurance specialists, is ready to offer refined, specialized advice whenever needed. Your privacy is sacred to us; no personal details will ever be shared without your clear approval. Click below to explore what this trustworthy alliance can achieve for you.
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