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Retirement Is Happening Everywhere

Retirement Is Happening Everywhere

by Julia Chung | Jul 4, 2025 | Monthly Spring Update, Personal Finance

Retirement is reshaping every industry in Canada, from healthcare to media to small business. As baby boomers exit the workforce, thoughtful succession planning is essential to ensure continuity, transfer knowledge, and support smooth transitions for individuals, families, and organizations.

What Makes Life Good? It’s More Than Money

What Makes Life Good? It’s More Than Money

by Julia Chung | Jun 10, 2025 | Monthly Spring Update, Personal Finance

Plot twist: the good life isn’t for sale! Psychologist Daniel Kahneman cracked the code with five life essentials; joy, deep work, killer relationships, purpose, and personal growth. Money’s nice, but flourishing happens when you invest in experiences over expenses!

The 30-Year Weekend: Planning for the Retirement Adventure of a Lifetime

The 30-Year Weekend: Planning for the Retirement Adventure of a Lifetime

by Julia Chung | May 12, 2025 | Monthly Spring Update, Personal Finance

Retirement could last as long as your career, think of it as the longest weekend ever. With smart planning, flexible strategies, and a dash of optimism, you can turn your nest egg into decades of freedom, fun, and financial confidence.

Control is Overrated: Why Doing Less Can Mean More

Control is Overrated: Why Doing Less Can Mean More

by Julia Chung | Apr 11, 2025 | Monthly Spring Update, Personal Finance

Markets swing, headlines scream, and your brain begs you to do something. Smart investing means knowing when not to do anything. From the illusion of control to the soap-bar effect, sometimes the best move is knowing you’re not in charge.

Financial Stability When the World Feels Unstable

Financial Stability When the World Feels Unstable

by Julia Chung | Mar 11, 2025 | Monthly Spring Update, Personal Finance

2025 has started with uncertainty, focus on strengthening your financial plan by reviewing your emergency fund, spending, and community connections instead of reacting. Adaptability and preparation help you weather any storm.

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