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“When walking, walk. When eating, eat.” ~Zen proverb In my workshops to help improve your personal finances, I have always preached that the best idea in the world is the implemented idea. It is better to have done something and failed than to have done nothing. We’ve all heard the saying “If you always do…
From a legal perspective, a proper estate plan is accomplished by drafting three essential documents: a Will, an Enduring Power of Attorney, and a Personal Directive. All other estate planning decisions, such as beneficiary designations and how you own certain assets, must work in concert with these three legal documents. Will The most important of…
Money can be a big cause of stress (Or maybe I should say a lack of money is the real cause of stress). We’ve just come through some tough times both from an economic standpoint and a market perspective. Debt levels continue to grow to record levels. Unemployment rates are higher. If you are looking…
The following excerpt is from Smart Tips For Estate Planning, which shows Canadians how to customize their estate plan to protect families, safeguard assets and bring peace of mind. Many people die without ever having written a Will. When that happens, provincial laws and the courts decide who will settle the estate and who will…
It’s back to school time and one of the hot topics is about investing for children’s education. Lots has been written lately about RESPs, but just recently I wrote about another way to save for your children through very popular in-trust accounts. In the article, I talk about why people should use caution before using…
Recently, Tom was kind enough to review my book Smart Tips for Estate Planning. Recently, I have been working with some executors of estates and people reviewing their estate plans with questions about who makes a good executor so I thought this would be a great time to write about the topic and offer some…
A guest post from south of the border, Dual Income No Kids (DINKs) Finance brings some valuable reminders for how to work on integrating couple’s finances. While this is particularly useful for those who are starting to live together or getting married, several of these tips are useful throughout the process of integrating finances as…
