Keeping up with the Joneses
September 26, 2016

Keeping up with the Joneses

Why do so many people feel the pressure to keep up with the “Joneses’”? Just because someone in your circle of friends is always buying the next “must” have item or trendy new car, is it worth

More info
The Cost of Summertime Fun
July 30, 2016

The Cost of Summertime Fun

As I’m spending time with my family at a lake cottage, I began thinking about the annual cost of all the boats, skidoos and other water crafts flying by the dock. Whether it’s a camper trailer,

More info
Do you need a CPA?
June 26, 2016

Do you need a CPA?

Tax planning should be done throughout the year, not just December to April.  I’m not a CPA and won’t be given any tax advice, however from July to November is a good time to look for ...

More info
In retirement savers don’t know how to spend.
June 1, 2016

In retirement savers don’t know how to spend.

Within my financial planning firm, I have a platinum group of clients who saved their entire working life for the future.  Their drive to save and be financial secure superseded any and all

More info
Is there a disconnect between spending and money?
May 26, 2016

Is there a disconnect between spending and money?

It’s easier than ever to spend money without even knowing it. Once upon a time, there were only three ways to spend money: Cash, Check or Charge. Now there is an app for everything and your money ...

More info
Until Debt Due Us Part.
May 13, 2016

Until Debt Due Us Part.

When working with couples,  one issue that always comes up  is secret debt.   Whether it’s credit card, student loans, IRS liens or monies owed to family and friends, it is surprising how

More info
Financial Planning is for the Now and the Future.
May 5, 2016

Financial Planning is for the Now and the Future.

After reading the article, “The value of planning for now” by Carolyn McClanahan, I was not sure if this was new. Financial planning needs to be done for everyone at all stages of

More info
Millennials’ Student Debt is negatively impacting the Baby Boomers.
May 3, 2016

Millennials’ Student Debt is negatively impacting the Baby Boomers.

Student debt has multi-generational impact on financial wellness: by Sheryl Smolkin at Retirement Benefit Adviser. Today the new conundrum facing many parents is: Do they save for

More info
News flash: It appears Prince didn’t have a Will:
April 27, 2016

News flash: It appears Prince didn’t have a Will:

Prince died without a Will, According to Court Documents Filed by His Sister. What does Prince have to do with financial planning?  Well everything. For an artist who was reported to  have

More info
Penny wise, pound foolish
April 26, 2016

Penny wise, pound foolish

As a CFP®, I work with clients everyday guiding them through the process of finding the balance between spending and saving.   The British saying, “Penny wise, Pound foolish”, means,

More info