planning

I am going to try and explain a little subtle difference between phrases that I use when I engage in income planning with the community. Perhaps I will also explain…

I have this Telegram group member who was trying to figure out: Given the options of money market funds such as the Fullerton Cash Fund, and fixed income funds like…

If my posts on the mistake of chasing value stocks or the need to invest big money to make life-changing money don’t resonate, consider hiring a financial professional to manage…

My friend Ser jing, portfolio manager at The Compounder Fund, shared a part of this Jaime Dimon interview at Acquired that explains the essence of the Safe Withdrawal Rate in…

There is a relatively new article on Financial Planning blog Kitces.com on trying to help clients understand about saving enough for a Coast FIRE lifestyle. Helping Clients Understand When They…

Garden Studios granny flats – for herald sun real estate Whether you’re looking to house elderly parents, earn income from your own backyard or increase the yield on an existing…

For many Canadians, retirement is a date circled on a calendar rather than a concept. It is a moment in time when rush hour commutes are replaced by long walks…

If you recognize that you need a plan, don’t let the moment slip away.

Residential real estate makes up a significant share of household wealth , accounting for 41 per cent of Canadians’ total assets at the end of 2024, according to Statistics Canada.…

I meant to write this post 2 weeks after the April 2 tariff announcement but life got in the way. So I would only get down to writing about it…