Category: Financial Planning

Transitions

| Financial Planning

One of my favourite stories is about a senior client who once said to me, “I’ve had five marriages!” “Wow!” I replied. She continued, “All to the same man!” She had been married 65 years. Regardless of how relationships unfold or their time frame, one of the most helpful ways to view our relational journeys ...

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Principles of Sound Investing

| Financial Planning

When it comes to breaking down some of the complicated tasks in life, we tend to focus on strategies or step-by-step guides. This can work when the job is simple. Like, “How do I make chocolate brownies?” Google answers, “First get a pan. Then turn on the oven.” However, reducing complex elements of our life ...

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Managing Money in Changing Times

| Financial Planning

You have likely heard the expression, “the more things change, the more they stay the same.” We believe this to be true in the world of finance as well. Of course, there are always idiosyncratic differences with every passing day. The rain today might be a bit heavier than it will be tomorrow. This November ...

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