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Financial planning insights and guidance

Has the Pandemic Shifted Your Priorities? Time to Adjust Your Financial Plan Too

There is no question that the challenging events of the last year have had people all over the world reconsidering their priorities. After months of quarantine and isolation, we’ve all had ample time to contemplate the parts of our old life we took f...

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The Psychology of Money – Spending & Saving

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Looking at Long-Term Care for Your Aging Parent? Consider These Three Factors as Their Power of Attorney

As our parents get older, one of the most important familial responsibilities we have to consider is elderly care. While we all hope to live a life without extra assistance, health problems often arise in old age and when they do, you want to be prep...

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Which Lockdown Spending Habits You Should Keep and Ditch in 2021

As we enter the new year, many people are excited to leave 2020 behind and start fresh, but as we look to the future, there are a few things we can learn from the past. After a year spent in-and-out of lockdown we learned a lot about our spending hab...

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Four Considerations for an Early Retirement in 2021

Retirement is a professional and personal milestone that involves considerable planning and preparation. The decision to retire is not one to be taken lightly and depends not only on your personal preference to stop working, but also relies heavily o...

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Financial Planning for New Physicians

Once you finish your residency and you are no longer a student, your entire financial situation changes. Suddenly, you’re left navigating a new financial situation that your medical training couldn’t prepare you for. Between managing your cash flow,...

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How to Get Festive With Your Household Bubble

As we head into colder weather, we all have to do our part to stay safe this year, which means planning ways to have fun within our household bubble. Whether or not living in a lockdown zone, this holiday season will look a little different for all o...

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Year-End Tax Planning

Although the tax season doesn’t end until April of next year, now is the time for you to do any last minute, year-end tax planning. With one month left in 2020, you still have time to take advantage of these helpful tax-tips....

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The Gift of Giving

While the holidays are often considered a time to give, it’s important that we consider exactly what the gift of giving means. Gifts are a lovely way to show the people close to you how much you care for them, but it can be even more meaningful to do...

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Holiday Shopping Hacks to Spend Less

As Halloween decorations come down and bright, festive lights go up, it’s clear that the holiday season is upon us. While the holidays are a time for giving, the added expense of shopping for gifts can wrack up a hefty bill. This year in particular,...

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