Paula is a Registered Physical Therapist from Watrous, Saskatchewan. The only things she loves more than her clients are lobster mac and cheese and a new pair of Lululemon leggings! And check out her favourite quote; coming from a physiotherapist it is one of the best! What’s not to love about Paula?
You might catch a glimpse of yourself when you read about Paula and FOMO. Yes, that’s right, Paula suffers from FOMO, and you won’t find it in any … Read the whole post...
This month’s client hero is Phil Hewson. He was our founder, father, grandfather, and a recent great-grandfather. He passed away this spring after a long and full life.
The writing of this has weighed on all of us. He has taught us much and we will never forget the roots of our company. He was indeed proud to see his son and grandchildren taking over the company and taking it in new and different directions.
I am going to tackle Aubree’s question first because it’s a little easier.
Aubree: What’s the magic number for retirement savings?
Anyone nearing retirement has the question “will I have enough?” and our process answers this for all of our clients. The results of our calculations are not always favourable though the data enables us to develop alternatives. The good news is that only slight adjustments need to be made if you start … Read the whole post...
Saving for the future can be a nerve-wracking prospect. How much will be enough to comfortably retire? What will happen to your savings if major market shifts occur? These questions are not always cut and dry and can be different for every couple. While our next client heroes Aubree and Nick have had many proud money moments along the way, questions about retirement and investment risks still arise!
Aubree is a stay-at-home mom, taking care of their two young book-loving … Read the whole post...
Morgan & James: With our first child on the way, we are curious about the advice you have for new parents when it comes to personal finance.
John: I’ve been operating in the financial services industry for almost three decades now. Most people would assume that my advice would be to exert more energy on personal finance in child rearing years. Especially since this is a time where people are at the lower end of their career earning potential and … Read the whole post...
