Here’s a plan, when someone wants to give you money, take it. It’s incredible that most Canadians walk past free monies. We say ‘no thanks, I’m good’. The place where we walk right past free monies is often at work. Our employer wants to give us money every two weeks and we take a pass. […]
You have your plan in hand from your advice-only planner. Now what?
There can be incredible value in financial planning. And a new and growing trend is to seek out an advice-only planner. You can access advice and pay for what you need. You do not have to fork over a percentage of your portfolio value every year. And it’s conflict-free advice. But how do you invest […]
You might not need a financial planner.
Recently I posted on the wonderful option of obtaining your financial advice a la carte. Yup. Just pay for what you need. You do not have to fork over a percentage of your total portfolio value every year. And in fact, you might not even need to fork over a single nickel for planning advice, […]
What is advice-only financial planning?
All investors can benefit from financial advice. Quite simply there is ‘stuff’ that we don’t know. And you don’t know what you don’t know. But there are professionals who do know. There are various types and levels of advice. In this post we will top line what is advice-only financial planning? It can also be […]
Should you roll the dice with your retirement savings?
You’ve worked for decades to build your retirement nest egg. You have invested smartly. The investment portfolio is required to fund a significant portion of your retirement years. In fact, you need those monies to last for many decades. Should you invest in an all stock portfolio? That approach might deliver greater income than the […]
Don’t Give Away Half of Your Investments – Beat The Bank.
There’s a new and very important investment book in town. And this one is called Beat The Bank, The Canadian Guide to Simply Successful Investing from Larry Bates. Last week I discussed why Larry just had to write Beat The Bank. In the headline I’m the set up man for Larry. There’s a whole lot […]