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Financial Articles

Can You Build A Successful Financial Life Plan? It Depends.

Let’s begin with the most important question: What is a financial life plan?...
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This Is Why Millennials Are Poised To Repeat Baby Boomer Retirement Mistakes

Does this sound familiar? You’re on either side of your tenth-year reunion, yet you’re still hounded by onerous college debt. Your kids are tugging at whatever passes for apron strings these days. You want to buy a house but the money’s too tight. You see all your friends jetting off to “bucket-list” vacations while you can’t risk leaving work for even an extended weekend. And saving for retirement? You know that’s the smart thing to do but how can you afford to do it....
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Here’s what Ottawa is getting wrong on pensions

With the federal election looming, it is a good time to assess the government’s stewardship of the country’s retirement income system. In a nutshell, today’s seniors are doing relatively well but that won’t be the case in 25 years....
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Should You Give Your Child A Credit Card?

We seem to be moving closer to being a cashless society, meaning more kids are being exposed to digital wallets, money apps and yes, credit cards....
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Five Ways To Keep Boomerang Kids From Ruining Your Retirement

While most parents would do almost anything to help their children, knowing where to draw the line and when to withdraw financial support can be critical for both young adults and their parents when it comes to the pursuit of financial security and independence for both parties....
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I am a self – employed professional, looking forward to my retirement dream.As a busy professional, I did not have the time to look after financial affairs and assumed my investment advisor was all I needed. Much to my chagrin, I was not receiving the full benefit of advice. William and his team developed a comprehensive financial plan which simplified the complexities of my situation and updates my plan on a regular basis.For the first time in my life, I now have a financial roadmap, and the peace of mind knowing; I will be okay.As a result, I now can enjoy what is important to my family and me. I am pleased to say that I consider William and his team as part of my family.
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