As you head into the balance of this year and make plans for 2023, we all challenge ourselves to do better in the new year. Lose weight, get more fit, balance your budget, pay off consumer debt, save to buy a home, the list can be endless with our self-improvement goals. Whether changes to your health or your wealth, the methodology is the same. In fact, I guarantee that [...]

Another great question! There are many different viewpoints on how to invest so let’s cover the basics and some questions you can ask your financial advisor to get you making money. Not everyone acts the same with loss and although we like to think we are rational in our decisions, the research and evidence suggests that all investors (and some advisors) tend to sometimes act irrationally with errors in [...]

There are many people over 60 wanting to retire from their conventional jobs and finally work for themselves.  There are even those that may be older and now retired who want to return to work but require a flexible schedule.  So why shouldn’t you consider working in retirement?   Today we look at five options that you can do it on your own terms, as a self-employed entrepreneur, with your [...]

Being a good judge of character is a unique and valuable skill.  One that will advance your career, increase your net worth, give you more personal friends, as well as make you more money.  If you can be a good judge of character, you will be able to avoid hiring mistakes, size up first impressions with your new boss and correctly focus on what matters to potential decision makers.  [...]

I often have people ask me whether they should include preferred shares in their portfolio and although I am not a great fan of this investment product, I have many peers who use them exclusively in their client’s portfolios.  So, today let’s talk about all the different types that are available and you can see for yourself if this is an investment style you would like to entertain. What [...]

You are not alone.  Many Canadians put off getting a Will because they either don’t want to spend the money or they don’t want to think about the possibility of dying.  This however is a big mistake.  Dying without a Will, means you will have absolutely no say about any of your assets or care for your children or pets once you die. Let’s just look at some of the [...]

Dear Money Lady readers:  I wanted to share this quote with you “The things you do can cost you... but the things you don’t do, can cost you everything !”  I was at a fantastic women’s event recently and was inspired to share with you the insights of this event.  One of the many speakers had a profound message: “You can’t quantify how much business you’re not getting through [...]