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​ Life is fragile. Be sure your affairs are in order

A life can be gone in an instant. Here’s a checklist of what you should do today to prepare for the unexpected. My oldest Friend, Kimberley, died last week after she was struck by a car in Newmarket. She was 32. Her death was a devastating blow to our family and to everyone who knew Read more about ​ Life is fragile. Be sure your affairs are in order[…]

Why Family Financial Planning is Important for Young Couples

Family financial planning is essential to getting the great start all young couples hope for. You bring to your relationship dreams for a long and happy union. As well, each of you brings a unique set of financial challenges, benefits, and priorities to talk about and address. These can include: * Student loans * Vehicle Read more about Why Family Financial Planning is Important for Young Couples[…]

5 Secrets to Saving for the Future While Enjoying Life Now

Save? Spend? Or both? In my work with younger clients, that’s one of the main conflicts I see: The desire to prepare for the future and save versus the impulse to live for the present and enjoy earnings now. People know that nobody is promised tomorrow, but they also don’t want to live out their Read more about 5 Secrets to Saving for the Future While Enjoying Life Now[…]