Financial Library

How to Tell When a Senior Needs Help With Finances

Feb 13 2023

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 is common for someone not to seek help because of pride or fear of losing their independence and family members (the most common support system) are sometimes reluctant to step in to help.

eldercare

Key Ideas for Wealth Building Success

Jan 16 2023

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 market investments. As long as the investment is making money, all is good. But the minute the investment sinks for a couple of days or goes negative (relative to their starting capital), they quickly sell.

investment planning

The Power of Time and Patience

Jan 16 2023

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 their patience and perseverance. Here's how it works:

investment planning

Lifestyle Choices Can Secure Your Retirement

Jan 16 2023

retirement

Year-End Planning Tips

Dec 12 2022

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.

financial planning

Beware of Travel Scams

Dec 12 2022

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 everywhere.

We have put together a list to help you stay safe during your adventure.

insurance planning