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Five Steps to “de-Brexit-ing” Your Summer

Five Steps to “de-Brexit-ing” Your Summer

By now, you’ve probably heard a lot about Brexit. It might seem like a strictly British affair, but it actually has profound economic implications for us here in North America. As your best financial advisors for retirement, it’s my responsibility to inform you about what some of those implications might be. Here’s a quick synopsis: […]

Which Financial Documents Should You Keep on File and For How Long?

Which Financial Documents Should You Keep on File and For How Long?

Your Guide to Personal Paperwork Filing Practices You may be surprised how many people have financial documents scattered all over their homes. Or maybe you’re not surprised… maybe this sounds just like you. If this describes your financial “filing system”, you may have a tough time keeping tabs on your financial life … especially once […]

How Should Your Definition of Appropriate Risk Change in Retirement?

How Should Your Definition of Appropriate Risk Change in Retirement?

During your peak earning years, you may have determined that a “conservative,” “moderate,” or “aggressive” investment strategy was ideal for you, subsequently building a portfolio around that strategy. Your target may have been funds with the highest potential for growth or reward, hoping that past performance would be indicative of future results (but knowing that is not always the case). There’s nothing wrong with having that sort of […]

The Retirement Reality Check

The Retirement Reality Check

Most, if not all of us, know that someday we will retire. We know we need to plan to save a substantial enough amount of money to allow us to live comfortably without the regular income that a career brings, but often our planning ends there. We do not take the time to think through […]

How to Recognize Risks to Your Family's Wealth

How to Recognize Risks to Your Family’s Wealth

All too often, family wealth fails to last. One generation builds a business—even a fortune, in some cases—and it is lost in ensuing decades. We see it happen again and again… but why? Often, it is because families fall prey to serious money blunders, both old and new. Classic mistakes are made, and the effects […]

Seven Aspects of Your Financial Life to Review on a Yearly Basis

Seven Aspects of Your Financial Life to Review on a Yearly Basis

Planning for retirement requires a substantial amount of long-term planning. For many people, that means thinking about their financial future in concentrated doses. We might take a hard look at our finances when we make significant decisions such as buying a home, purchasing insurance or paying our taxes, but most of the time we are […]