03 December, 2020

Simple daily practices that will empower you financially

I’ve been researching positive money psychology for more than a decade, and I can say for certain that many adults face financial obstacles in three areas — debt, money mindset and skills. To get over limiting beliefs and gaps in financial know-how, targeting...

03 December, 2020

Personalized Strategies During Uncertain Times

Consider these five personalized investment strategies to help you move forward with confidence during uncertain times. By Sam Febbraro Market volatility and uncertainty can leave investors feeling like they are on an emotional roller coaster. Even so...

03 December, 2020

What to Do When Your Mind (Always) Dwells on the Worst-Case Scenario

Not long ago, a medical student, let’s call him Paul, walked into my shift in the emergency room of a large university and told me that his life was ruined. I’m a clinical psychologist. And for the past 20 years, I have worked — in many capacities — with...

03 December, 2020

30 days to a more financially secure future. It’s possible — here’s how

Financially organized people save more money, have less debt and lower stress. Even through the financial uncertainty of 2020, these folks have their house in order; following best practices to simplify their accounts, aligning with their partner on money...

03 December, 2020

Market Volatility

Economic optimism or pessimism, global health risks and trade wars are just some of the many factors that can introduce volatility in your portfolio. The real question is, what’s the best way to endure these twists and turns? To thrive as an investor...

03 December, 2020

Estate Planning: Introducing the Willing Wisdom Index

Imagine already knowing much of what you want included in your will before visiting your lawyer. We all know that saving time means saving big on legal costs. If you haven’t reviewed your will in the last 2 years, than this checklist is critical to your...

03 December, 2020

Goals-based Planning

Does your bank account look a little thin after you pay all your bills? You’re far from alone. The Canadian household savings rate has been falling for the last 40 years, and the pace of the decline has been accelerating over the last decade. If you’re...

03 December, 2020

Retirement Income Planning is a Team Activity

The best retirement plans are the product of teamwork, a collaboration between you and your financial advisor. This video illustrates what you need to consider in terms of your retirement income—sources, expenses, and more.

03 December, 2020

Appointing an Executor: Who Will You Choose?

When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice. That’s because you must consider a number of issues and consequences that may point you in another direction. On the personal side...

03 December, 2020

When a business owner faces retirement: A clean exit or stay involved?

You’ve spent decades building your business and making it your own. Retirement is on the horizon, and it’s time to think about transitioning your company to a successor. Can you imagine being a full-fledged business owner one day and a laid-back retiree...