Category Archives: financial planning

Patience Rewarded for Those Who Wait

Posted on January 18, 2011 by Rick

by Rick Sutherland, CLU, CFP, FDS, R.F.P Welcome to 2011. We trust you had an enjoyable and relaxing holiday season. Well it’s time to get back to work and planning for your future. More specifically your retirement future, as you have until March 1, 2011 to … Continue reading →

Posted in financial goals, financial planning, investing, retirement, saving, security | Comments Off

Frugality: Lessons from the Past

Posted on December 7, 2010 by Alban Smith

No doubt you have heard your parents tell you – on more than one occasion – that when they were your age they didn’t have a credit card, their home was repaid, and they had a healthy nest egg for … Continue reading →

Posted in budget, financial planning, saving | Comments Off

Unlocking a Locked-In Account

Posted on August 20, 2010 by Lisa

By Rick Sutherland, CLU, CFP, FDS, R.F.P Have you ever ceased working for an employer who had a pension plan? You were probably given the opportunity to transfer your pension money into a Locked-In Retirement Account (LIRA). This Registered investment account is designed to … Continue reading →

Posted in financial planning, retirement | Comments Off

Planning Your Financial Strategy Using Your Rear View Mirror

Posted on November 1, 2009 by Lisa

Let’s start with a metaphor. Your financial strategy is a bit like driving your car. You have a destination; let’s call it Retirement City. You plan your route to get from here to there. This is your savings and investment … Continue reading →

Posted in financial planning, retirement | Comments Off