You want to protect your loved ones when you’re gone entirely. That’s what estate planning does. Learn why you need a Will and how the probate process works. Also, how setting up a Trust can help when family affairs are complicated. Your Will Makes It Clear. If your wishes are not legally stated, they won’t […]
So here we are, another election. We’ve hardly had time to exhale. Small businesses are moving forward carrying an additional debt load of $200k, parents are panicked about whether their kids will be in class. We’re dealing with waves of variants; inflation is rising and now an election. WTF? Like everything else coming out of […]
The toxicity we consume from forever chemicals to plastics is ridiculous. Still, fear is the most poisonous thing we devour, negatively impacting every aspect of our well-being. We ingest a substantial dose of fear daily. It is ego’s jet fuel placing it in the driver’s seat, steering our behaviour outside of who we authentically are. […]
Introduction Growing your wealth and security. It’s a life-long commitment, offering lasting rewards. How should your financial planning change as you grow older? What priorities do you need to focus on at different stages of your life? Let me tell you about our team of advisors. As a client, you need an advisor to trust […]
I have always been asleep slut. I love to rest, mainly because I operate at only two speeds: turbo and stop. I never imagined that a time would come in my life where I wouldn’t be able to surf that delicious wave of total surrender that would lovingly envelop me each evening. One where all […]
Why aren’t women investing as much as men? Contrary to popular belief, there isn’t as significant a financial literacy gap as a confidence gap between men and women. The financial confidence gap of 60% has more with women not tapping into what they already know about money when making investment decisions. Women tend to be […]
I don’t typically start my blogposts with “what were you thinking,” but when it comes to middle-aged women, their feet and shoes, this is the only starting point there is. With things now opening up, I received an invitation to a designer shoe sale. There wasn’t one pair of shoes for me in a 50,000 […]
Men and women have different ways of approaching financial management which can cause some challenges when they need to work together. What are some differences between men and women around making financial decisions? Due to societal pressure, men might feel more significant pressure in providing for the household. This can also reflect on managing money, […]
Unless you have the eyes of a Marvel comic book superhero, you’re not able to read the directions on the side of a bottle of medication of any type these days.The pandemic had me on screens and reading more than usual, straining my eyes. What aggravated the situation was attempting to read what is written […]
Managing money is something most of us will need to do, even if we don’t feel particularly confident about it. Keep in mind many of us did not learn about money in school so depending on how you grew up, if you had parents who freely talked about money in the home and encouraged you […]










