Tag Archives: financial planners

Financial Planning Season. Tripping Over the Awkward R Word

For how many years now, have we heard ourselves say that the pre-Christmas selling season starts far too early? By the time we get over the final echo of the last holiday ad jingle that seems to leave a ringing in our ears well in to January, that other selling season begins – financial planning

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Retirement Season Over. Put Away the Ouija Board.

Once again, in Canada at least, not only have we now weathered the lion’s share of winter, but also the sales squalls of Retirement Season, those February ads inundating us with messages about financing our retirement nest eggs, our dream lifestyles. Can we travel, should we downsize? Can we afford the lifestyle we desire? Will

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Retirement Board Game in a Time Capsule Journey.

At the risk of being too serious over a Labour Day long weekend, I decided to lay out some ideas for future blog posts. In the process, I found my way back to my newly refiled library of articles and reports related to a multitude of topics under the theme of aging and longevity. This

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Later life, self-employment and the CPP “fluster-bust”.

Over the years as I have coached or mentored clients on their entrepreneurial options, the solopreneurs who have chosen to structure themselves as a sole proprietor, very often forgot to consider that they needed to figure in to their financials & cash flow management, the allowance for payment into the Canada Pension Plan (CPP). This

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Financing Longevity. Some New Sense & Sensibility?

Picking up on Jonathan Chevreau’s Financial Independence Hub category “Debt & Frugality”, I mused on how that seems like some new play on Jane Austen’s Sense & Sensibility when it comes to our current dilemma – how good are we at (what I prefer to call) ”financing longevity”? Chevreau’s FindependenceHub category “Debt & Frugality” echoes

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