Author Archives: Lisa

There are those who feel that the market has risen too far too fast. Some are predicting a double dip decline. For every view that the market is rising there is an equal number who feel the opposite will be … Continue reading →

Debt reduction is one of the most important goals to map out within your budget, but it is often the easiest one to neglect or put on the backburner. Let’s say you’ve finally gotten serious about creating a budget for … Continue reading →

In the aftermath of the Global Financial Crisis many people are wondering how they are going to be able to retire on their now depleted portfolios. Some are now planning to work longer, while others are looking for ways to … Continue reading →

As the world moves out of recession, it’s never been more important to assess your finances and sort out any debt problems you may have. Although the recession will have left a lot of us with debts, it is important … Continue reading →

The headlines continue to report bad news. Corporate bailouts, high unemployment figures and ballooning government deficits, not to mention swine flu, make the average Canadian wonder why they should invest in equities at all. But what are the alternatives? Interest … Continue reading →

The financial services advisory profession was shaken by a scam announced early in July 2009. Although the facts are still being gathered by the authorities, it appears that a Montreal resident, posing as a financial advisor for many years, has … Continue reading →

We released a new feature into Spending Profile today – you can now download monthly statements directly from the website. You can choose any month from any year without restriction. They are in html format with embedded images, so there … Continue reading →

We are very pleased to announce that a new version of Spending Profile has been released! Version 3.1 contains numerous new features that our members have been requesting for a long time, as well as improvements in speed. Thanks for … Continue reading →