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
Money & Financial Management
There are three things for certain in life. We are either growing, plateauing, or declining. Think of your career and finances, marriage or relationship, parenting, friendships, getting healthier, both physically and spiritually, or any project you’ve embarked on. On a scale from 1 to 10, 10 being best, where would you rate your progress and …Read More about 7 Steps to Recapturing Momentum
Have you ever tried to go in one direction, but something keeps getting in your way and you do nothing about it? Recently, I was weeding my flower beds when I received a text from a friend. I read her text and responded. It was difficult because I still had my garden gloves on. For …Read More about Texting with Garden Gloves- What holds you back?
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