Your 2016 Treasure Map

There are 2 financial topics that many people avoid and procrastinate on or even refuse to discuss. The first is the B word. The second is your tax return. A lot of taxpayers see the filing of the tax return as a dreaded chore to be done in the least amount of time,...

Your 2016 Worry Less Kit

I have always maintained that my favorite color was purple, and that pink was lower down the list of likes. Until one day I counted the shirts in my closet. There were 8 variations of pink and 2 purple shirts neither which I wore regularly, What does this have to do...

Opportunity in the Midst of Difficulty

With financial news making headlines regularly since the start of 2016, I want to depart from my usual rule of not commenting on the financial markets. Since it is statement time, some background is necessary to ease any concerns you might have about your investments....

E is for Etiquette and Electronic

Let’s welcome in 2016! I hope everyone had a restful and fun holiday break! Since my own workload depends in part on whether other people or companies are working, I had a more relaxed schedule during the Christmas season. As a result, from about midday Christmas Eve...

Termination Thursdays

Albertans are living in economically uncertain times. Many of my clients are worried about job security, and some have even been laid off. Because a significant part of Alberta’s economy is tied to non-renewable resources the low price of oil has a ripple effect...