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PERSONAL FINANCE

Saving money. It's about balance.

Helpful Tips, Investments, Personal Finance, Insurance

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Debt and cash flow management tips

Investments, Personal Finance

I've written a number of articles on debt. It may not be a popular topic but it is a top concern amongst working Canadians. A recent report entitled; Generation Why!, focused on the top concerns expressed by Millennials. Not surprisingly, 3 out of 10 Millennials said that paying down debt is their greatest financial concern1.

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Life & Money Matters: Getting a Grip on Excessive Debt

Investments, Personal Finance

A decade or more of low interest rates has accelerated the habit of supporting lifestyles with credit instead of cash flow resulting in historically high debt levels for Canadian households.

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Paying down debt: a great investment

Investments, Personal Finance

The world seems to revolve around credit cards and getting loyalty points.

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Getting a Grip on Excessive Debt

Investments, Personal Finance

Debt used to be a four letter word. Now it’s just a word. Is it good debt or bad debt? What can you do to get a better grip on your spending and redirect money to grow your investable assets?

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Why Everyone Needs a Will

Investments, Personal Finance

Making a Will is an important part of your estate planning. Everyone—wealthy or not—should consider having a Will. Most of us don’t like to think about writing a Will, yet it’s one of the best ways to ensure your estate is managed for your loved ones in accordance with your wishes after your death.

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Millennials and Retirement

Investments, Personal Finance

In my last article, I wrote about Age, Gender and Retirement Perspectives. The opinion of retirees and older workers alike is that millennials may have a better chance to control their future when it comes to saving money for their future lifestyles. Let's take a closer look at that and consider the millennial perspective.

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Life & Money Matters: Accumulating Money

Investments, Personal Finance

Saving for retirement is tough, considering all of the demands you have now. But with the numerous investment options available, how do you choose which one is right for you? In this installment of Life & Money Matters Peter discusses the three things you need to accumulate money.

 

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Retirement. What’s the worry and why?

Investments, Personal Finance

A fear of retirement continues to grip Canadians, even as retired Canadians lead happy lives. This is supported by the headlines you read, the sound bites you hear on television and the research that continues to focus on retirement. A recent report on Retirement noted that almost 7/10 working age people are worried about running out of money and having enough money to live on day to day.1 A Retirement Risk Survey by the Society of Actuaries found the following 2 concerns:

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Life & Money Matters: Retirement Realities for Boomers

Investments, Personal Finance

Does your retirement reality fit your own vision and experiences? In this video, Peter demystifies the commonly held perceptions about retirement among boomers and younger generations.

 

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