by Sandi Martin | Mar 19, 2020 | Personal Finance, Planning in Action, Retirement, Retirement Planning
Planning in Action We’re delighted to present you with another financial planning case study as part of this year’s theme. This one was drawn from a mash-up of typical clients and scrubbed of identifying detail, because privacy. Remember, we’re writing these case...
by Sandi Martin | Mar 16, 2020 | Book Review, Personal Finance
Results for "book review" Until I read Living Your Dream by Larry Wilson, I hadn’t found an all-purpose personal finance 101 book that delivers practical information in enough depth and breadth that I could responsibly recommend it. I’m happy to say that...
by Sandi Martin | Mar 10, 2020 | Canadian Personal Finance News
As we wait for winter to loosen her icy grip on our hearts and sidewalks, let’s take a moment to be grateful for the extraordinary amount of excellent information available to read…indoors. (Except if you live on the West Coast and have been enjoying spring...
by Sandi Martin | Feb 11, 2020 | Canadian Personal Finance News
There’s a common thread to Sandi’s top reads this month (and it’s not just the fact that she read them on the way to our Spring Retreat): disability insurance, moving in together, and annuities are all topics that too many people make too many assumptions about,...
by Sandi Martin | Jan 15, 2020 | Book Review
Results for "book review" I thought when I picked up Your Digital Undertaker: Exploring Death in the Digital Age in Canada, that I’d learn more about how digital assets are treated after death, how to plan properly for my own digital assets and to guide...
