2023 January Update
Now that the New Year is starting to settle in, it’s time for three reality checks to help you kick off 2023 with success. Learn what they are and how they can affect you and your financial plans.
2022 December Update
While we’re always looking on the bright side of life, we also know it’s important to recognize what we’ve been through – and continue to go through – and give ourselves the opportunity to recover. You can’t keep running on empty forever.
How to maximize retirement income during inflation
Julia spoke with Investment Executive about retirement income and one of this year’s hot topics: inflation. Find out what she shared.
2022 November Update
While change is inevitable and constant, it does feel as though this year has brought us a bit more than usual, particularly with respect to our finances. We’ve experienced massive change when it comes to interest rates, with the Bank of Canada rate increasing from 0.25% in January to 3.75% in October.
2022 October Update
On the off chance we don’t live forever, we need to plan for the alternative. And since we won’t directly benefit from the execution of those estate plans, we need a different kind of motivation to get the hard work done. That motivation is LOVE.