Retirement Bucket List

2021-02-24T09:00:36-05:00By |Daily Advice Tips|

Retirement Bucket List: 6 Types of Buckets for Your Money! We have all heard the term “retirement bucket list.”  A list of things that you would never do when you were working, but now that you are child-free, work-free, and hopefully care-free, you can do all the things you have always dreamed of.  Maybe it is sky diving, buying a motorcycle, learning something new, traveling to an exotic [...]

Why Should You Seek Professional Financial Advice Before Investing in a Home?

2021-02-22T10:00:25-05:00By |In the News|

Good financial advice is essential for money-related decisions that we make in our lives, from saving up for college to investing in a pension. One of the greatest investments many of us make in our lives, is the purchase of a home, so should be considered carefully. The decision to buy your home For most of us, the decision to buy our first property - or any subsequent property [...]

Christine Ibbotson – Your Personalized Financial Advisor You Can Trust

2021-02-15T10:00:41-05:00By |In the News|

What is your financial goal? Perhaps you want to buy your first home. Maybe you want to retire with a generous pension pot, or perhaps you are simply keen to get your finances under control and then think about getting a savings, investment and insurance plan in place that safeguards your entire family. No matter what your goals are, it is essential to have a financial consultant you can [...]

AFFLUENZA ?

2021-02-08T11:05:24-05:00By |Daily Advice Tips|

DO YOUR CHILDREN HAVE AFFLUENZA? No, it is not the flu or a virus like influenza.  Affluenza, is a term that was first coined by Fred Whitman in the 1950’s to describe a child that grows up with social and financial privilege.  This is quite common these days, whether you are wealthy or not.  Many parents have overindulged their children making our new Millennials one of the smartest [...]

Family RESP Plans

2021-02-08T11:02:39-05:00By |In the News|

ASK THE MONEY LADY, Could you tell me about a RESPs.  My mother wants me to open one for our son who is only two. Thanks, Bianca Great question Bianca, For those who don’t know, a RESP is a registered education savings plan designed to provide a tax-deferred savings investment with direct government assistance to help you reach education savings goals for your children or grandchildren.  The subscriber [...]

Retirement Strategies for Volatile Markets

2021-02-02T15:40:32-05:00By |In the News|

Retirement Strategies for Volatile Markets! Readers continually ask me to suggest ways to help them deal with stock market swings.  So, I thought I would start 2021 with 5 steps that you can keep in mind when your investment portfolio is in a volatile market. If you are 5 to 10 years from retirement – you still have time on your side. You can still benefit from future [...]

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