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3 Biases That Affect Financial Planning and How to Outsmart Them
07Oct

3 Biases That Affect Financial Planning and How to Outsmart Them

  “Effective financial planning is 90% mental.  The other half is about money.” — David…

Why an Investment Policy Statement is your Best Financial Ally
06Sep

Why an Investment Policy Statement is your Best Financial Ally

ONE of the 7 key components of your financial plan is your investment portfolio. (If…

Embracing Summer: A Time for Relaxation and Financial Reflection
05Jul

Embracing Summer: A Time for Relaxation and Financial Reflection

Who doesn’t love summer? Parks and beaches are full.  Cold weather scowls are replaced by…

Goal Setting: Don’t Think Perfection, Think Intention
04Jun

Goal Setting: Don’t Think Perfection, Think Intention

Goal Setting: The “Why” Will Direct the “What” and “How” One of the biggest ironies…

Why Budgets and Budgeting Don’t Work
04May

Why Budgets and Budgeting Don’t Work

Budgeting Does Not Work!  Rethinking Spending: The Cash Flow Approach When I first started in…

Should You DIY Your Financial Planning?
06Mar

Should You DIY Your Financial Planning?

My TED Talk on DIY Financial Planning   I was recently asked to speak on…

When to take CPP and OAS
05Feb

When to take CPP and OAS

Show me the Money!! Who doesn’t want “free” money from the government? If you’ve ever…

2023 Recap and 2024 Outlook
04Jan

2023 Recap and 2024 Outlook

“Looking forward all that I can see Is good things happening to you and me…”…

Check Yourself Before You Wreck Yourself, IMHO
06Nov

Check Yourself Before You Wreck Yourself, IMHO

My kids tell me I’m too old to be using common texting acronyms like BTW…

Pack Wisely
05Oct

Pack Wisely

Moving through life, from our childhood and school-age years, through our working life, and finally…

Where are the Kardashians when you need them?
06Sep

Where are the Kardashians when you need them?

One of my guilty TV-watching pleasures is a show called “American Pickers”.  It’s a reality…

September is Right Around the Corner
01Aug

September is Right Around the Corner

Well, that summer flew by!  And that means school will soon be back in session. …