Recent Articles

You have probably heard about the old 70 percent rule that suggests …

The penny finally dropped a couple of months ago during a client …

We’ve had a few weeks to make and break our New Year’s …

The Magic Number!

The conversation with clients about retirement income planning is much different from …

It doesn’t take long after receiving your first paycheck to realize that …

Grandma and Grandpa Santa

Is it Christmas again already? Time passes too fast when you achieve …

Canadian couples rely upon Government pensions, CPP and Old Age Security (OAS) …

Joint Ownership Alternatives

Joint ownership is used by millions for various reasons. When problems arise, …

Standard financial and tax planning advice for the past several decades for …