Financial Library

How to Tell When a Senior Needs Help With Finances

As we age, it becomes more likely that we may lose track of our finances. It could be because of physical reasons (failing eyesight, shaky hands, etc.), mental reasons (memory loss, cognitive impairment, etc.), or a little of both. It …

Key Ideas for Wealth Building Success

From listening to the media and online commentators, we have identified two key observations that can impact your efforts to build assets and wealth over time.   The first is the way many individual investors place one-way bets on their …

The Power of Time and Patience

It’s challenging to be patient in a fast-paced, immediate gratification world, but some things are worth the wait. Consider, for example, how a powerful financial reality (compound interest) can help investors accumulate a lot of assets over time to reward …

Lifestyle Choices Can Secure Your Retirement

For many nearing retirement, lifestyle choices become more significant in determining their comfort level for the rest of their lives. They must decide whether it is better to make some of those choices now or have their circumstances force lifestyle …

Year-End Planning Tips

Year-End Planning Tips

Now is usually the best time to consider harvesting tax losses before the year-end to manage your overall income tax situation, based on various types of earned or investment incomes.   Investors have a few weeks left to sell unwanted …

Beware of Travel Scams

Beware of Travel Scams

If you are planning a holiday, it is wise to be aware of the six most common travel scams you might encounter on your journey. Travel scams vary from country to country, but a few scams are commonly found almost …