Blog

How helping your adult kids financially became the new normal

15 August, 2017

One of the biggest 21st-century paradigm shifts in personal finance could be the growing extent to which parents are financially supporting their adult children.... Read More

The surprisingly frugal habits of 8 billionaires

15 August, 2017

Frugality is a subjective term. To the average Joe it could mean eating meals at home or scouring the internet for cheap flights.... Read More

Why Paying Off Debt is Priority Number One for Advisors

10 July, 2017

I don’t know about other advisors, but in my case, you’d trace it back to Mr., Jennings and Mrs. Hirschfield, my high school English teachers who made us read Shakespeare.... Read More

A how-to guide from the ultra-rich: What to tell your kids about money

27 June, 2017

Filed Under: Financial Planning

Rather than answer the question, the gentleman recounted a recent trip he took with his grandchildren to his parents' Midwest homestead. His father was a laborer who had grown up with no money in a tiny house packed with half a dozen siblings.... Read More

Five methods to improve your productivity

15 December, 2016

One way to get through your day is the pinball method. Jump into the chute early in the morning and carom from activity to activity, hoping to ring some bells and win some reward points.... Read More

A year-end tax checklist for retirement plans

28 November, 2016

Filed Under: Tax Planning

I’m not planning to retire any time soon. I love what I do, I’m too young, and Carolyn would suffer the effects of “Retired Husband Syndrome” which include, among other things, a bad skin rash and athlete’s foot.... Read More

Which Nortel Pension Option Is Best For You and Your Family?

13 October, 2016

At the invitation of our former Nortel pensioner clients, we attended two town hall meetings hosted by the NRPC (Nortel Retirees and former employees Protection Canada)... Read More

6 Obstacles to Creative Thinking and How to Overcome Them

11 October, 2016

You have amazing creative talent and skills, you just have to learn how to unlock your abilities. There are six major obstacles to creative thinking that could be preventing you from learning how to improve your problem solving skills for business su... Read More

Three Strategies That Can Derail A Near Term Retirement

18 July, 2016

Filed Under: Retirement Planning

You’re knocking on retirement’s door and desperately want to call it quits within the next few years. You’ve been working since you were 16, or even earlier if you include babysitting, a paper route, or household chores… and you’re determined to make... Read More

Plan ahead before downsizing after retirement

15 July, 2016

Filed Under: Retirement Planning

My husband and I are empty-nesters and have decided to buy a smaller home for our retirement. What advice do you have for us?  Retiring and deciding to sell a family home are two momentous decisions.  This is a timely question - June is Seniors' Month... Read More