Blog

Value of Advice — January 2017

I have happy news and gems for you making this one of our most important letters of the past 5 years.  Get your favourite beverage (and chocolate?) and let’s dive in.   First we recap a successful 2016.  Second we look at the advisor-client relationship, and as you’re paying...
Read more

Kill a DEBT MONSTER

As they say, a picture is worth 1,000 words.  And this particular picture can save you a thousand dollars, or maybe a million?  Move the decimal, the comma, wherever you need.  But you surely know the difference between good debt and bad debt.  Good debt is where you've borrowed to invest in...
Read more

Snowbird Travel Check-List

Just-in-time for your upcoming travels (or for parents and friends) here is a SNOWBIRD CHECKLIST to keep your travel plans safe and protect your home during the time away. You wouldn't want to be like Fred and Mary (or their kids!) where the lack of this planning put them down more than...
Read more

HEALTHY AGING and MONEY

Dear friends, living longer means our world is aging ...as you’ll see graphically in a picture below.  Healthy aging means we'll need an endless supply of money to sustain our lifestyle, personal comforts, creative passions, and later-age care.  Our enemies would include stagnant economic growth, rising health costs, sudden risks whether personal...
Read more