Expected expenses can be saved for with ease, but the unexpected expenses? Well, they can catch you off guard. Our next client heroes James and Morgan can attest to this and are the perfect example of the balance between both.
James is a local entrepreneur who owns and operates SYNlawn Landscaping. We are pretty sure he was born an entrepreneur with a keen eye for opportunity and eager to do a little hard work. Remember those cute little kids who … Read the whole post...
Lynn’s Question: If I pass away before my mother, what happens to the money that she has planned to pass down to me? Would my children receive the inheritance once my mother passes away?
TCM: We often need to bring in legal experts when discussing estate planning with clients. Darren Carlson is a Partner at McDougall Gauley in Regina and has provided a response to Lynn below. We have enjoyed working with Darren in the past and thought he was … Read the whole post...
At TCM we live in the world of transitions. We become very comfortable with change so that our clients can feel the strength of stability. Maybe that seems contradictory but for this month’s client hero Lynn Rule it makes all the sense in the world. Lynn is a retired teacher and like so many as she retired, her elderly parent became ill and required a move to a care home.
Ben & Michelle Question 1: How much should we be spending/ saving each month?
This is the most popular question that we are asked from new and existing clients. The goal of TCM’s process is to find a balance between current spending and future spending. The financial projections that we complete for clients provide the most accurate response to this question. Each financial plan will differ from case to case since the results depend on the client financial situation and … Read the whole post...
With Valentine’s Day just around the corner a tale of two high school sweethearts seemed like the perfect story to tell. And it is a sweet story! This young couple, proud of their prairie roots, is making their way in the world. Committed to helping others and doing work they are passionate about; the cherry on top of this sweet tale is their commitment to living a good life, within their means. They also use words like “aggressive saver” and … Read the whole post...
