Perhaps timing was due when recently I was invited to speak on a weekly YouTube livestream with Jackie Porter, Certified Financial Planner and Canada’s Financial Confidante at Carte Wealth Management based in the Greater Toronto Area. Over the last five years it’s not that often where I’ve spoken or written about financial planning. So when
In between meetings with your financial planning advisor, where do you go for ongoing news and commentary on personal financial matters? If you live in North America there is a wealth, so to speak, of media options, books and seminars to pick from, but one reliable source for news and views that has served up
At last, a headline that helps us progress, moving us to change the later life narrative with respect to the issue of financial planning. “Longevity planning will be a central mission for advisers of the future.” In a brief July 22, 2019 article in Investment News with this headline, Ryan W. Neal cites their recent