Posts by Boomer
My Short Term Goals: Boomer
Any inspirational book or seminar will tell you that you need to write down clear, concise and measurable goals in order to successfully plan your future. Almost any life goal has a financial aspect to it. You could have a goal to have a million dollars in investments, but it’s more exciting to incorporate a vision of your life…
Read MoreFound Money
I have an investment that is fully redeemable without penalty and pays an annual interest rate of 4.74%, much higher than the so-called investment savings accounts out there. It is my personal chequing account…
Read MoreThe Long and Winding Road
The Long and Winding Road – When I saw the classified ad in the newspaper for a Financial Planner for a Trust Company I knew that that was what I wanted to do – help people get a handle on their finances and plan for the future. My dream job!
Read MoreAsset Allocation
This is how my asset allocation is set up. I know approximately how much I want to have in each category in dollar value.
Read MoreBoom And Bust
Boom and Bust – I have always been a saver. Perhaps this is a trait I inherited from my depression era parents. I started working part-time at fourteen and saved a portion of my earnings, enough that I could pay for my university education while incurring minimum debt…
Read MoreAbout Me: Boomer
Like most people, I dream of having financial freedom. I want to be able to do all the things I want to do without worrying about where the money will be coming from…
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