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The first step in the Plan Single process is to know what you have and where it is. Consolidate everything you need in one place.
- We are truly living in a strange new world. Not only have our societal interactions been greatly limited and our daily routines thrown out the window, but two very important elements that are at the heart of our security and well-being are under attack at the same time – our health, and our finances. For some people, your income from work or business may be …Read More »
- In one way or another, virtually all households have been, or will be, impacted financially as a result of the economic shutdown caused by “The Virus”. No doubt some people know what the impact is and others are concerned about what the impact may be. Fortunately, this week has brought more clarity around the supports available for those who need it, whether that is from …Read More »
- We are all struggling to adjust to the new realities of dealing with the pandemic. Many families will need to make adjustments including financial ones. Whether or not you have both been actively involved in the family finances, this situation presents an opportunity to work together, keep a handle on where you are financially, and jointly make decisions as you navigate your way. Here are …Read More »
- Too many people consider money a taboo subject. The result is generation after generation at risk of repeating the same mistakes, or getting behind because they didn’t have the guidance to get ahead. Those who have conversations about money with their kids realize that talking about money and teaching them how to make sound financial decisions provides some of the most valuable life lessons. There …Read More »
- When I first started working as an Advisor in Wealth Management, someone gave me a list of the number one reasons why not to invest each year from 1934 (The Depression) to 1999 (Y2K). Throughout my career, this list has probably been the single most important piece of paper anyone has ever given me. It puts things into perspective. It’s what helps me keep my …Read More »