Stories

Stories

Stories

Kitchen Table Deals

June 14, 2023

I have been working toward getting another designation to complement my Certified Financial Planner (CFP) credentials.  This next designation will allow me to work with …

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Advice you can Trust

May 29, 2023

I recently came across an interesting article in the Financial Post that illuminated some truths that lie behind common wisdom.  The adage, “if it seems …

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Big Things that will impact your Financial Future

May 21, 2023

Over my 30 years as a Certified Financial Planner, many people asked me what type of behavioral things people can make that will make a …

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What is the probability of reaching 100 in good health?

April 18, 2023

My last blog spoke to the actuarial probability of living a long life.  It is often assumed that with long life is excellent health.   Recently, …

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Planning Your Future – Actuarily Speaking

April 10, 2023

Recently, I have been studying a course that featured a discussion on the probability of how long people, within a group, can expect to live.  …

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