Stories

Stories

Stories

Spending Plans (aka Budgets) Part 2

September 9, 2024

My last blog, Spending Plans (aka Budgets) Part 1, we were privy to the budgeting challenges of my clients, Jack and Jill.  You will remember …

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Spending Plans (aka budgets) – Part 1

August 18, 2024

It is common sense that to get ahead in life we need to live within our means.  The definition of “means” is simply our income, …

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Being a Financial Neutral

July 20, 2024

In my role as a Chartered Financial Divorce Specialist, I often get the question, “Who do I represent?”  The short answer is “Both”.  This answer …

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Full Disclosure is Essential (Non est factum)

July 1, 2024

Negotiating the divorce agreement is often a emotionally charged process.  In the financial planning work that I have been a part of, the memory that …

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Cashing in RRSP’s and Divorce

June 6, 2024

In a recent Yahoo!Finance article, the author, Andrew Button, wrote that the average RRSP account that many Canadians have at age 71, is less than …

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