Tag: financial plan

Is a financial planner right for me?

When meeting with a financial planner for the first time, here are five questions you might want to ask

February 7, 2020

Retirement / Family

Honeymoon Road Trip

When landscapes of another country call to you, will you have the money to get there?

August 9, 2018

Family / Spend /Play /Travel

Things to consider if you are expecting an inheritance

Don’t let your inheritance throw you for a loop: Receiving an inheritance after the death of a loved one can be emotionally and financially stressful. It may be difficult to wade through all the options and make plans for the money in a smart and meaningful way. Here are some considerations if you think you may inherit assets in your lifetime.

April 9, 2018

Family / Spend /Play /Travel

The Facts of Life (Insurance)

Life insurance may be one of the most important purchases you make. If you think a policy is too exp

November 28, 2017

Family / Spend /Play /Travel

A Run For Your Money: Can You Afford To Raise an Elite Athlete?

If there are two people that know what it takes to be an elite athlete, it’s Paul Poirier and Piper Gilles. Paul and Piper, both 25 — four time Canadian medalists in ice dancing — are training hard and on course to dance their way to the 2018 Olympics. Between ice time, costumes, and coaching, both them and their parents have spent a small fortune on the sport.

August 2, 2017

Family / Spend /Play /Travel

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