Tags » Financial Planning

Charity Stretch Credit - Is it really necessary?

It’s becoming more common for the charitable sector work together around critical issues.  The sector came together around the question of accountability and audits, specifically with regards to the… 616 more words


A poker player's guide to retirement

In poker, a bankroll is the amount of money a player has specifically for playing poker. When they win, the winnings go towards their monthly living expenses and anything left over goes towards building their bankroll. 754 more words

Financial Planning

Active vs. passive investing

There is a great deal of misperception about the merits of passive vs. active investing.

First, let’s define terms for people who are not familiar with investment styles. 322 more words

Financial Planning

How Your Business Can Benefit from Offering Employee Benefits

Because the American market is still recovering, it can be difficult for organizations to control their resources in order to  be able to maintain a successful and steady stream of business.  305 more words


Paying for Long Term Care

Going into care is never easy, and worry about the financial implications can make it all the more stressful. With that in mind, it’s worth knowing a little about the funding options available. 422 more words

Financial Planning

You're in a relationship, now what? aka Coupled up and Saving Up

As rights and benefits change for same-sex couples in a post-DOMA world, these easy tips will help keep your finances consistent.


Originally Published in the Advocate Magazine… 614 more words


Why older seniors should rent instead of buy

After 18 years of ups in many Canadian markets, you always should wear armour before telling someone to rent instead of buy. With armour firmly in place, I believe that there are times when this definitely makes more sense. 824 more words

Mortgages & Real Estate