11
Jun

How Financially Healthy Are You?

People generally fall into 3 categories when it comes to their financial health. These categories range from completely healthy to underwater. What stage are you in? A financial planner can help.

6
Jun

Your ‘Safe’ Portfolio Could Cause You Problems

Your presumably safe and secure investments may be anything but if interest rates increase. It could devastate your portfolio, just because you wanted to be safe and secure.

30
May

Where are your Children Learning their Money Sense?

If schools aren’t teaching our children about money management then who is? Can they learn it online?

28
May

Who’s Talking About a Life Insurance Review?

A study put out by TD Insurance shows that a large number of Canadians are not talking about insurance with their families. This could leave their families at risk!

25
May

Health Care Access Declined

Most people’s retirement planning never takes into account the likelihood of them incurring significant health care costs. The reality is that only 23% of new drugs are covered by Canadian Provincial Public Drug Coverage.

16
May

Are you Living Rich or Just playing Rich?

Are the rich buying fancy wines and living extravagant lifestyles? After looking at this research it appears the rich are the ones living within their means, not the flashy lifestyle.

9
May

Life Insurance Basics

Many people put off looking at their life insurance as it’s not the most exciting topic in their world. It’s extremely important but you should know a few things about life insurance before you start shopping.

7
May

Save Money on your Fuel Costs This Summer

In Langley, BC it is very difficult to reduce the amount we drive. In today’s article we’ll show you a couple tips that will help to decrease your tax bill this summer and increase how much money you keep in your pocket.

2
May

What is the cost of a pet?

Before you rush out to get your significant other, child, or even yourself that new pet be sure you plan ahead about the lifetime costs of that pet. The costs can add up and you must be prepared for it!

1
May

At what Point do you Earn Enough?

A bit of a funny question, but it was spawned through this article (found by clicking here).  Although the article is based on an American Study I believe it’s pretty accurate here in Canada as well. Through my experience as a financial planner here in Langley, BC I do see people that seem to have their finances in order and

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