Archive for January, 2017

Retiree in Training

Taken from Raymond James – Planning Perspectives Practice makes perfect when it comes to retirement. Are you ready to retire? Are you sure? Think about it before you say, “Yes!” Most…

Five financial lessons to help teach smart money management.

Taken from Raymond James – Planning Perspectives It’s never too early to teach your children or grandchildren the value of a dollar. Children and young adults with a solid…

10 ways to put your tax refund to work

Taken from Raymond James – Planning Perspectives The annual spring ritual is already underway – the mailout of tax-refund cheques to millions of Canadians. As you know, your tax refund is…