6 Steps To Creating A Sound Financial Plan

Q.  I don’t have a large income or a lot of investments.  How can a financial planner help me? You don’t have to be wealthy to make a financial plan.  A financial planner can help you in the following ways: 1.  Clarify your current situation A planner will provide you with a personal and financial…

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The Beginner’s Guide On How NOT To Start Investing

I was 19 or 20 years old when I first started investing.  I diligently put money aside every paycheque, starting with $50 every two weeks and eventually increasing that to $200 per month. Sounds like I was off to a great start, right?  Wrong! Related: How Young Investors Can Get Started Even though my intentions…

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How Young Investors Can Get Started

Investing can be intimidating for young investors who are starting out.  The wealth of information available online is a two-edged sword.  You can learn just about anything you want, but with so much information available how do you tell the difference between good information and bad? Related: Where Do You Get Your Financial Information? And…

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How To Pick The Perfect Mortgage

Buying a home, especially for the first time, is an exciting venture, but once you’ve been pre-approved for a mortgage amount and found the perfect property you’ll need to make a decision on the right mortgage for you. When my parents bought their first home here, after immigrating to Canada in the mid 1960’s, their…

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How Much Of Your Income Should You Save?

One of the biggest challenges many of us face is how to save for retirement when so many other things are competing for our hard earned dollars.  How much of your income should you save for retirement? Wealthy Barber author David Chilton suggests you should save 10% of your gross income for retirement.  Any other…

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Lending Money To Friends And Family

“Neither a borrower nor a lender be.”  Polonius in Shakespeare’s Hamlet knew that lending money to a friend or family member often results in the loss of both the money and the relationship.  But when someone you love is in a serious bind and you have the means to help it can be impossible to…

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The Effect Of Serendipity On Retirement

This is a post from reader Eric as part of our retirement series. When Robb first broached the idea of submitting a write-up relating to retirement preparation and its post-implementation offshoots, my first reaction was that, if he’s looking for an example, I can probably qualify for the role of ‘bad example’. While I, (rightly…

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