Financial Planning
Picking the Right Financial Planner for You
In thinking about working with a financial planner, you’ve decided you want to take control of your finances, build your wealth, and plan for a secure retirement. This is a great decision. Who you choose as your financial planner is not a decision to be taken lightly. You want to be sure it’s the right…
Why Your Financial Plan is Missing the Mark (And How You Can Fix It)
So, why is your financial plan missing the mark? Every month you’re putting money aside, investing in the top mutual funds you can find, not putting all your eggs in one basket – doing the right things. But, you still feel like you’re falling short of your goals. Your worry factor is high. Consuming financial…
Financial Planning For 60 Year Olds – BNN Interview
Our very own Scott Plaskett, CFP was invited to The Business News Network Studio’s to discuss a very important topic: Financial Planning for 60 year olds. Here is a link to that video:
MoneyVille – Couple’s rent-free in-law plan gives savings a boost
“Couple’s rent-free in-law plan gives savings a boost” was the title for the July edition of MoneyVille’s Money Makeover and our very own Scott Plaskett, CFP was the makeover specialist. To read the article, click on the following headline: Couple’s rent-free in-law plan gives savings a boost
Focus on financial freedom, not financial wealth.
Focus on financial freedom, not financial worth. At the time I write this, there are advertising agencies and marketing departments of the investment companies poised and ready to release this years marketing message to you. The marketing message usually has something to do with investing more. Read the messages, understand them but don’t follow the…
A once in a lifetime package offer for city of Toronto employees
If you are a city of Toronto employee, you will be very interested in this post. Because it could be a financial windfall for you. The story goes like this: Toronto City Hall is offering a buyout package to all permanent public service employees. The offer will be three weeks pay for each year of…
Value of Financial Planning
“Individuals with Financial Plans Feel Better Prepared to Deal with Difficult Economic Times; Feel More Apt to Achieve Life Goals” – commissioned study called Value of Financial Planning The Financial Planning Standards Council of Canada commissioned a study to find out if Canadians who engaged in comprehensive financial planning were better off than those…
2009 — The Year It Paid Off to Stay In
Congratulations! You rode out the 2008 market correction without changing course – and now it’s paid off (and what a payoff). Although we experienced an extremely tough year in global markets in 2008, those who stayed invested – and invested more – benefited from one of the biggest stock market rallies since 1979. Close to home,…