One by one they came over to me and shook my hand. Dad was in his eighties, Mom was mid-seventies, two sons and two daughters in their forties and fifties. They had just completed their first family meeting and as they thanked me they each wondered why it had taken so long. Dad and mom …Read More about The Power of Family Meetings
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As the cabin attendant came toward our seats a thought came unbidden to me. Who is she? What is her story? What are her dreams and aspirations? I tried to picture her at home on Christmas morning, relaxed and surrounded by loved ones, instead of here at 35,000 feet efficiently looking after her passengers. I …Read More about The Importance of Celebrating
There is a term in the financial planning community that is gaining attention: “Gamma” measures the impact for an individual of working with a professional financial adviser. Gamma has less focus on rates of return and more on the broader concept of financial results, it’s more personal. There is unmistakable evidence that having a professional …Read More about The Value of Advice
Increasingly in client meetings, the discussion of plans for parents comes to the surface. It usually centres on how to factor needs and finances of the parents into the financial plans of the baby boomers who are now approaching retirement themselves. It’s an emotional subject and, sadly, often avoided until a crisis occurs. That is …Read More about Financial Planning with Parents in Mind