Planning Perspectives
A look at life and finance from every angle.
From personal to professional, from family to financial, there are many facets to your life. Yet, each is interconnected. Planning Perspectives is a source of ideas and information to help you make the most of them all, all together.
Set New Goals in Summer
With several financial deadlines behind you, take time this summer to review your progress, set new goals and tie up loose ends.
READ MORE >>Education, Goals, Life Events
8 Common Scams and How to Avoid Them
Familiarize yourself with these common swindles, often targeting retirees.
READ MORE >>Education, Family, House and Home, Travel
Kids, saving, spending and how an RRSP can help.
Most people think about spending rather than saving. It is a thought process that we need to change.
READ MORE >>Education, Life Events
Raising money-wise children
Parents often emphasize the importance of education to their children. The rewards are obvious. Yet, all too many forget to bolster that education with real-world financial information that can be passed along for genera¬tions to come.
READ MORE >>Education, Estate, Family
Kid-Friendly Finance
Everyone needs to learn the value of a dollar and how to make money work toward our goals, even little kids. In fact, the sooner they understand the power of financial planning and the role money plays in their lives, the better.
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