I am often invited to deliver seminars/webinars to corporate groups.  Some call them “Lunch and Learns” others request half-day workshops.  The feedback from participants has always supported this article’s thesis: that “the tangible impact on employees of financial education can be life-changing”. 

Financial resilience is the most-important thing that I can impart to a client.  Over time, that resilience can come in the form of protection against risk, coaching through market downfalls and tax-efficient harvesting of accumulated wealth. 

Projecting the costs of goods and services is one of the most critical pieces to understanding the lifestyle that your wealth can support. This article discusses a trend that is important to keep in mind in light of the attention recently paid to inflation numbers.

The June edition of the UPotential webinar series entitled “Marriage Vows, Instead of Money Woes” discussed some of the reasons why money breaks up so many relationships and offers some suggestions to help couples establish a good money partnership or repair a poor one.

One of the strategies that we focus on in our retirement planning engagement is tax-efficient harvesting. This article discusses some of these strategies in broad strokes.

If you are anything like me, springtime’s warmer weather brings with it a renewed optimism about our physical surroundings. “Spring cleaning” helps us to dust away the soot and the cobwebs that accumulate during winter’s hibernation and rejuvenate us for the precious summer months ahead.

Unlike most recessions, the pandemic has targeted industries dominated by women. In a world where a gender-based wage gap still exists, the statistics presented in this article also foreshadow a leaner retirement for women.

I have been working with clients preparing for, undergoing and recovering from divorce and separation throughout my career. Most approach the decision to change their family structure with fear and sadness…

When I initially read this article, I reacted a bit skeptically because celebrating vigilance with regards to travel spending is irrelevant to me right now due to the pandemic. However, if I lay my skepticism aside and simply read the suggestions that the author makes, it takes me back to my initial budgeting days which have long-since become ingrained habits.

I have fielded a lot of questions about borrowing to invest lately. This article explains some very important concepts that contribute towards the confidence that is required for leveraged investing.