Stock Market Update January 2019 Happy New Year! I hope you had a wonderful holiday season and are now (enjoying) getting back to a regular routine. Here is my update…
Read More
Market Update December 2018 The past several weeks have been challenging in the stock markets – lots of ups and downs, and overall in the past 2 months, the S&P…
As 2018 draws to a close it is a good time to take a quick check of your finances and see if any steps should be taken before the end…
More than a dozen years ago, when I was in my early 40’s, life was good. We had a young child and we were trying for a second child. I…
I have enough life insurance…don’t I?? So how much life insurance is enough? The standard answer to this important question is often “10 times your salary.” But, in my experience…
Once upon a time there were two ladies. They both needed to buy some new undies and asked me along for a day of girl shopping. Ms Spendy steered us…
While stories of quick flips—buying a home, renovating it, and reselling it at a much higher price—dominate reality TV, renting is the true core of real estate investing. If you can find a property that…
Let’s Communicate Survey Results We received great input on our recent client survey. Here are the results about your current interests and concerns! With this information I will be addressing...
Read More
I heard the stock markets described as ‘violently flat’ this year which is a pretty accurate description. Right now (at June 15), here are the gains for 2018: TSX (Canadian…
An RESP is made up of 2 parties. The subscriber (the parent(s) who contribute money) The beneficiary (the child who becomes a student) The money in an RESP is made…
