“We are doing a survey…”
I know those are scary words when voiced by a telemarketer at supper time.  However, I need your help, and you can provide it on your own time.
After 16 years of writing the newspaper column Dollars and Sense, and a year of writing this blog, we want to make sure we [...]

In many ways, this is my least favourite time of year, when I have to report the shocking news to you that kids will be heading back to school in another two weeks.
The worst part is that this fact is always the early warning signal that summer is waning.  (Having to turn the furnace on [...]

Overheard at the watercooler on Wednesday morning:
Bob: “I just got another invoice from my fee-for-service financial planner.  It’s annoying, but at least I know we are making financial progress and getting good value for money.”
Doug: “You mean you pay for your financial advice?  I get mine for free.”
Bob: “So you do it all yourself?  What [...]

“Will I have enough money in retirement?”
As a financial planner, that’s a question I’m asked very often.  My usual response is to ask another question like, “What will you be doing in retirement?”
From a quantitative point of view, we need this information in order to estimate the income need in retirement, a prerequisite to answering [...]

Here is a suggested article, to get you going on your retirement planning:
http://www.winnipegfreepress.com/business/retirees-need-game-plan-87559737.html