Archive by tag "September 2013 Newsletter"

What Do Professional Designations Mean?

September 19th, 2013

Recently I decided to find out what kind of expertise my clients can expect when dealing with the local branch of a major bank.

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Retirement for Smarties

September 18th, 2013

The Ebook “Retirement for Smarties” has now hit the (metaphorical) bookshelves and is available for download from major online book distributors including  Amazon.ca and the Apple store.

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Drinking From A Fire Hydraunt

September 18th, 2013

My personal story is that I retired for the first time in 1997. By the time I retired for the last time in 2003, I had heard that a third of the Canadian population was going to retire in the next ten to fifteen years.

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An Old Dog Learns New Tricks

September 18th, 2013

Self-employment has its drawbacks, but the ability to determine your own schedule is certainly a big plus. In keeping with our philosophy that the time to travel is when you’re young (in our case, 60′s) and healthy, we decided to spend several weeks driving across the US this summer.

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Fund Costs and Advisor Compensation

September 18th, 2013

I have spent a lot of time recently trying to find an easy way to determine exactly what a recommended mutual fund is going to cost my clients. The results include bad news and good news.

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Straight Talk on Financial Advisors

September 18th, 2013

Earlier this year, I was privileged to participate in a discussion group on financial advisors which included six financial advisors from across the country. This was an interesting group. The individuals in the group were very experienced and included CFP’s (Certified Financial Planners) and CFA’s (Chartered Financial Analysts). After a wide ranging discussion on the [...]

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