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Women Are Flunking Retirement Planning

By Susan Williams There was a quiz conducted by The American College of Financial Services that tested both men and women’s financial literacy when it comes to retirement. There were some surprising results. Of men and women aged 60 to 75, only 18% of women passed the quiz whereas 35%...

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Do You Have Any Outdated Principles on Your Belief Window About Retirement?

By Joe Casey They say when the student is ready, the teacher appears. But sometimes the teacher shows up early and plants a seed. Twenty-five years ago, I was introduced to a concept that I wasn’t ready to grasp. I was in my mid-thirties, a mid-level HR manager on...

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Top 3 Tips To Get Out of Debt

A recent survey revealed that 47% of Canadians and about 78% of Americans are living paycheque to paycheque. Moreover, many are deferring retirement with 46% saying they will now have to work longer than they planned five years ago. Whatever the reason, know that there are options for repaying your debt. Here are our top three tips to help.

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Why Your Financial Wellness Matters

By Susan Williams Chances are you have thought about how much money you have (or possibly in some cases don’t have), what your expenses are and how much you have saved and invested. But have you given any thought to your financial wellness? Financial wellness encompasses more than just...

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Are You Headed For a Zombie Retirement?

By Joe Casey When people think of retirement planning, most focus on the financial side. It’s critical. But retirement is not just about money. It’s also about time. In my work, I see smart people who nail the financial side, yet put off the non-financial side. They’re financially flying...

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Why This Super Bowl Commercial Is No Laughing Matter

By Susan Williams An estimated 103.4 million people watched the Super Bowl this past weekend. Of course as much as people tune in to watch the game along with the half time show, the commercials are often some of the biggest points of discussion the next day. There was...

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