Archive for the ‘article’ Category

Making a Life, Not Just a Living

Taken from Raymond James – Planning Perspectives Find a better balance with focus, the right team and rest. Serial entrepreneur Brian Scudamore knows how easily the wheels can fall off for business…

Are You Ready for an Encore Career?

Taken from Raymond James – Planning Perspectives Nearly a third of Canadians return to work after retiring. They decide to go back to work or take on part-time volunteer roles after retiring….

Nine Tips to Live Beyond 100

Taken from Raymond James – Planning Perspectives These nine tips may lead to a longer, healthier and happier life right where you are. From the Grecian island of Ikaria where…

12 Ways to Get From Where You Are to Where You Want to Be

Taken from – Inc.  By: Lolly Daskal When you’re at a point where you feel ready to take yourself to the next level, how do you make it happen? When you…

Earn free tuition money with an RESP

Taken from – MoneySense  An RESP gets you 20% return on every dollar you save for your kids’ university education—up to $7,200 in federal government grant money per child. Sometimes,…

Five Steps to a Lasting Legacy

Taken from Raymond James – Planning Perspective Take the time to protect your family legacy as best you can. Have you been dragging your feet on estate planning? You’re…

Raising money-wise children

Taken from Raymond James – Planning Perspective Teach your children to treasure their financial future. Parents often emphasize the importance of education to their children. The rewards are obvious….

Small Steps to a Better You

Taken from Raymond James – Planning Perspective Small investments in your physical and mental health may really pay off. What does it mean to invest in our health? While…

You Are What You Think

Taken from Raymond James – Planning Perspective An optimistic outlook can enhance your health, your work and your daily life. Research shows that 90% of your happiness is determined…

Want to Raise Successful Kids? Science Says Praise Them Like This (but Most Parents Do the Opposite)

Taken from Inc. What if I were to tell you that you could increase the odds that your kids will achieve great success in life–maybe greater success than you’ve…

Kid-Friendly Finance

Taken from Raymond James – Planning Perspective Strategies for developing smart money habits Everyone needs to learn the value of a dollar and how to make money work toward…

How an allowance can help children develop financial know-how

Taken from The Globe and Mail  Robin Taub paid her two kids a weekly sum when they were younger in an effort to help teach them basic money skills. Now,…

Retirement readiness by the decades

Taken from Raymond James – Planning Perspectives Whether you’re in your 20s or your 50s, there are steps you can take to help ensure a comfortable, secure retirement. It…

Estate Planning: Mistakes to Avoid

Taken from Raymond James – Planning Perspectives Don’t overlook these eight common estate planning problems. Regardless of your age or current health, mapping out a clear plan for your…

Why You Need to Make Financial Habits, Not Goals

Taken from Wise Bread With any luck you’re still on track with your financial resolutions and making strides toward your financial goals. While your financial goals may look pretty…

How much or how little will the kids inherit?

Taken from Raymond James – Planning Perspectives How to: have a valuable family conversation about your estate. Talking to family members about estate planning and legacies can be difficult…