Retirement is a major lifestyle change that may lead to anxiety and other challenges Preparing clients for retirement is about more than just finances. Retirees may face challenges such as loneliness, loss of purpose, unforeseen medical conditions and boredom. But you can help by discussing the psychological aspects of retirement with your clients before their […]

On the weekend I took advantage of the good weather to get some outside chores done. I had some tools with me, but still I had to come inside to grab a hammer. Then later I came in again to grab some needle nose pliers. If I already had tools with me, why would I […]

Her issue — pay off the mortgage or invest in financial assets? At the age of 31, a woman we’ll call Autumn, is a veteran of the hospitality industry. Currently a server in British Columbia, her income is substantially dependent on tips. Over a period of a year, she averages $4,500 per month after tax. […]