Tag Archives: financial planning

Mind-set Shift, Financing for Longevity

Heading to Halifax, Nova Scotia to present at the Canadian Institute of Financial Planners – 16th Annual Conference, June 10-13, 2018. This will also be an opportunity to hear from a number of professionals, who work specifically in the financial planning industry, to get the buzz on what the general trends are, as well as

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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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Victory Lap Retirement: Authors Interview, Part 2

“Work while you play, play while you work – the joy of Financial Independence at any age” So goes the sub-title to the new book, Victory Lap Retirement by Mike Drak and Jonathan Chevreau (published, October 2016). As described at the start of chapter 3, Findependence, a term originally coined by Jon Chevreau, is the

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Single by Choice or Chance: Authors Interview, Part 1

Women – “You’re single, aging and thinking about the future.” So begins the new book, by Jill O’Donnell & Jackie Porter – Single by Choice or Chance (The smart woman’s guide to living longer, better), which I first commented on right after its release in my August 2nd blog post. As I said then, the

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