Recent Articles

The purpose of this series is to educate consumers on some simple principles that will take the mystery out of the …

A letter arrives from Canada Revenue Agency (CRA). You are being audited. Panic ensues as you wonder what you did wrong …

Recent studies * reveal that a large majority of so-called Baby Boomers are uncertain about their preparation for retirement. Arguably, the …

The neighbors have a shiny new sport utility vehicle to tow their travel trailer. They take a two-week tropical vacation every …

Uncertain economic times and rising rates of unemployment often create a new breed of desperate people. Some turn to frauds and …

Insurance is, and has always been, a tool to manage risk. If you cannot afford to ‘lose’ something, it is best …

Some financial decisions are made without enough thought given to the long term consequences. TIME – a critical element for any …

These days, having a career presents many more new rewards and challenges than it ever used to. What we used to …

Maximizing Your Retirement

Bob and Lisa are wondering just how their retirement will turn out. After all that’s happened over the past few years, …