One unique challenge of the coronavirus pandemic is that it’s a global crisis that’s also affected each and every one of us in a very personal way. We’re all learning to balance our worries about huge topics like public health care and the economy with our own disrupted schedules and the daily needs of our […]
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Few of us had heard the phrase “social distancing” at the beginning of the year. But now, maintaining safe, hygienic spaces that help limit the spread of the coronavirus is just a part of our lives. Here are 5 ideas on how to make social distancing a little less isolating. 1. Set a schedule. We […]
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None of us planned for this. But your financial plan does have mechanisms in place that will help you get through this tough patch with the coronavirus and the financial market volatility. The key is not letting heightened emotions and bad headlines steer you towards decisions that could have a negative impact on your finances […]
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We’re still in the early stages of understanding how the coronavirus outbreak will affect global health care and economics for the rest of the year. However, when we look at your most recent financial plan, we can see events that we’ve been anticipating for quite some time: children heading off to university, home upgrades, holidays, […]
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Brief Update on Current Market Volatility We want to take a moment here and update you on our thoughts related to the coronavirus and its impact on the financial markets, and, ultimately, on your personal financial situation. Going into this New Year, many stock markets around the world were trading near all-time highs including major […]
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We spend so much of our lives online that protecting our digital selves is now as important as protecting any other asset. Cybercriminals continue to find more devious and more sophisticated ways to access passwords, bank accounts, and personal identification data. And large-scale hacks like the 2017 Equifax breach underscore just how vulnerable our data […]
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Holiday homes can provide years of enjoyment and fond memories for multiple generations of your family. They can also create an extra layer of headaches and expenses that prove more trouble than they’re worth. Here are 4 reasons to think twice before buying a holiday home, even if doing so won’t break the bank: Full-time […]
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When we ask our clients to describe their ideal retirement, two of the most common responses are “healthy” and “secure.” In our experience, most successful retirees find ways to align these two goals … and throw in a little fun as well. In fact, it seems that there’s a definite psychological connection between how we […]
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You have probably noticed that most of the things that the “experts” are warning you to prepare for are things beyond your control. Rather than stare into a crystal ball and make predictions, we prefer to look at our clients’ priorities and hopes and focus on how we can help people get the best life […]
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If your New Year’s resolutions rarely last until Valentine’s Day, this might be the year to stop “resolving” and start setting goals. What’s the difference? “I’m going to be healthier” is a common resolution. It begs the question, “How?” Folks who can’t answer that question usually get frustrated and abandon their resolutions before they start. […]
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