Marriage and money

Marriage & Money: Creating Financial Harmony

Managing Your Money Love is in the air! As wedding season heads into full swing, brides and grooms excitedly – and maybe nervously – prepare to tie the knot, committing to spend the rest of their lives tog...

What to expect for 2023

Managing Your Money Good riddance 2022! It may have been a good year in other ways, but from an investment perspective, it was horrible. 2022 was the worst outlier year since 1872 when we look at a combinatio...
checklist

Welcome to 2023! – Start it off Right

Managing Your Money I love the beginning of a new year! I feel like I have a clean slate to set new goals and leave behind what I don’t want to carry forward. Undoubtedly, when most people set goals for the up...
Financial Planning checklist

Making a List and Checking it Twice

Managing Your Money ‘Tis the time of year when many people make lists – gift lists, guest lists, New Year’s resolution lists. I’m always encouraging my kids to make lists. I love lists! To-do lists. Task lists....
GICs

Is it time to consider GICs?

Managing Your Money With the stock and bond markets continuing to spook many investors, some are asking themselves if GICs might be a good option. This month we’ll take a look at GICs and when they should be co...