Make 2015 a Successful Financial Year

Friday, January 2nd, 2015

Wow! Is it just me or does it feel like last year just flew by? As the new year starts do you find yourself reflecting on what you did not accomplish during the year? It’s not easy making progress against our big goals is it? Let’s think instead of how you will feel if you […]

New year’s tax resolutions: Deducting, deferring, dividing, disguising and dodging

Saturday, February 8th, 2014

Guest Blog I have a few New Year’s resolutions. Too many, I think. In fact, I’ve already fallen off the bandwagon on one: I haven’t visited the gym this year yet. So, I’ve downgraded my own expectations. I’m now counting it a success if I merely drive by the gym three times each week. There […]

Step for Putting Your Financial Goals Into Actions

Friday, January 17th, 2014

  Steps for Putting Your Financial Goals Into Action For every resolution you make there is always a justification for breaking it. But, the number one reason why most New Year’s resolutions fail is a lack of commitment! If you genuinely want to change your life, then you have to change your habits, and commit […]

Get Financially Fit in 2014

Sunday, January 12th, 2014

Get Financially Fit in 2014   Wow! The holidays are over and now you are faced with the consequences of your spending. How many times have you made financial resolutions, saying that next year will be different? Imagine next year, having the money set aside for gifts, holiday, and emergencies.   Are you up to […]

Take Control of Your Money or It Will Control You!

Wednesday, January 23rd, 2013

I have so many clients that tell me  “I work hard and make a good living but seem to have less than my friends who earn a lot less than I do.” Here’s the key, it’s not what you make but what you KEEP! What happens if we turn on a tap of water and […]

Define Your Goals!

Monday, November 26th, 2012

We have all had  goals at some point or another whether it was for our education, career or purchasing our first home. The problem is we often stop there. We may have  a vague sense that we want to save for our children’s education, pay down our mortgage, save for retirement, or change careers. The […]

Steps to get out of debt that makes cents!

Monday, November 12th, 2012

BUDGET -You can’t see where your money is going unless you track it. It would be like heading out on a trip with no map and no GPS! In order to reach your goals and get from where you are today and where you want to be you must have a financial road map. Setting […]

Buying a new home or refinancing/renewing your current mortgage, it would be a wise move to act before July 9th!

Friday, June 22nd, 2012

If you’re considering buying a new home or refinancing/renewing your current mortgage, it would be a wise move to act before July 9th! The Federal Government announced this morning four new clampdowns on insured mortgages effective Monday, July 9th, 2012. These changes include: Reducing the maximum amortization period to 25 years from 30 years Reducing the […]

Better Borrowing

Monday, May 14th, 2012

Purchasing a home is one of the largest and most important financial decisions we’ll make. You could end up paying more than you needed to by not making the right decisions along the way. The intense focus on mortgage rate keeps clients from factoring in the term selection that best suit their needs. This is […]

What Will You Eat In Retirement?

Tuesday, November 1st, 2011

We can ignore our spending & debt for a long time but at some point we need to ask ourselves: will I be eating steak when I retire or dog food? The excuse that you do not have enough time to manage your finances is just not true. It is a matter of priorities…I bet you found the […]