Posts Tagged ‘financial planning’

Invest a Lump Sum or Bit-by-Bit. Which Is Smarter?

Invest a Lump Sum or Bit-by-Bit. Which Is Smarter? You have a lump sum of cash and you’re trying to figure out how to invest it. The stock market seems pretty turbulent at the moment, so you may be wondering if you should invest your lump sum all at once or bit-by-bit.  Maybe you got…

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Optimism is the Only Realism

Optimism is the Only Realism. That’s my belief, and you’ll learn why in my latest YouTube video and podcast episode. I feel compelled to talk about optimism for 2 reasons: 1/ Optimism is absolutely necessary for financial success – effective investing and financial planning. You need to feel you will be better off in the…

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Using Your Corporation As Your Retirement Fund

Can you fund your retirement from your corporation? That’s the question I answer in my latest video and podcast episode specifically for business owners. This is part # 2 of the video I did last week, where I go deeper into tax-efficient investment strategies when owning a corporation. It may seem complicated (if you’re talking…

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Why Most Financial Plans Fail

Many people who work with us to figure out their retirement plan, have created a financial plan before. You can get a financial plan from a bank, online methods, financial advisors or fee-only financial planners, but often these financial plans fail. They do not give you the life you want. In my latest video and…

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Why the Economy Is Not Relevant to Investing

Right now everyone is talking about the economy… Interest rate hikes. High inflation. Out-of-control government spending. Decline in global trade. Possible looming recession. So what do you do if you have money in the stock market? In my latest video and podcast episode, you’ll learn why the economy is not relevant to investing, and how…

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Financial Post Article: This retired woman needs to figure out what to do with potential $50 million in savings

The Financial Post asked me to review the finances of a single, retired 50-year-old woman who doesn’t have children and lives with her aging parents.  She wants guidance on how to enjoy a comfortable retirement without risking outliving her money.  This is a particular interesting client case story, as she actually has more money than…

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