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From the category archives:

Finances

New Year, New Financial Resolutions

January 31, 2012 Finances
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By Heather Compton New Year…New Resolve Presents are opened, holiday traditions honoured and the cookies devoured. Once again we find ourselves at the end of another holiday season, and turning our attention to the future and our intentions for a bright and prosperous new year. Every year millions of us put pen to paper writing [...]

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Making the Most Out of Your Charitable Giving

November 25, 2011 Finances
Charitable Giving

By Heather Compton November is a great month to talk about charitable giving as November 15 marked National Philanthropy Day across Canada and around the globe. It’s a day designed to recognize the work of charities, volunteers and philanthropists and to pay tribute to the donations of time, talent and treasure that make our world [...]

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Budgeting for Activities

October 28, 2011 Finances
Budgeting for Activities

By Heather Compton Peel Off A “Ritchie Unit” A “Ritchie unit” is a term my husband Dennis uses to refer to a one thousand dollar expenditure.  He’s dating himself as it’s a reference to a comic book character popular in the 60s.  How many of you remember Ritchie Rich – “the poor little rich boy”? [...]

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RESPs: The Gift of Education

September 26, 2011 Finances
RESPs for Grandchildren

By Heather Compton RESPs: A Lasting Legacy What grandparent wouldn’t wish that all the gifts they gave their grandchildren would truly benefit them for a lifetime instead of just limping through this season and then collecting dust in some back closet? Wouldn’t it just add icing to the cake to know that for every dollar [...]

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Are Your Parent’s Finances in Order?

August 25, 2011 Finances
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By Heather Compton The Slow Slide The slow slide begins; I’m seeing it in my own life and I don’t like it one bit. I now have to ask my adult sons to open the pickle jar and thread the sewing machine, I prefer that they drive if we are out together in the evening; [...]

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The Triple Filter Test For Your Financial Decisions

July 29, 2011 Finances
Financial decisions

Financial Planner, Carl Brodie, explains how you should use a triple filter test when making your financial retirement plans. All decisions should pass the test of truth, goodness and usefulness.

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Finding the Right Financial Advisor

July 18, 2011 Finances
Financial Advisor For Retirement

Tips for finding the right financial advisor who will help you feel more confident about your retirement savings and overall financial outlook. Things to consider include the advisor’s qualifications, fees, minimum account sizes and their ability to explain investments clearly.

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How Diversified is Your Retirement Plan?

June 28, 2011 Finances
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By Carl Brodie Building a Diversified Plan The key to having a well constructed financial strategy has always been diversification. There was a time where having a mix of different investments was considered sufficient to build a long-term sustainable financial plan. The times have changed and with the massive retirement of the baby boomer generation [...]

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What My Dad Taught Me About Finances

June 18, 2011 Finances
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By Heather Compton and Dennis Blas It’s Dads’ Turn! It’s Dad’s turn.  I’ve already written about my Mother, a fiscally cautious depression era Scott.  Her cautious influence was counter balanced by the risk taking influence of my Father. Between the two of them I was blessed with a very balanced view of money and its [...]

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4 Suggestions for Selling Your Business Before Retirement

May 22, 2011 Finances
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By Anthony Benedict If you own a business, there is a good chance that a great deal of your net worth is tied up in your business. This might be fine while you are younger, but it can become problematic when you start to think about your retirement. It is difficult to predict the future [...]

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