If you thought dealing with money issues can be tricky in a marriage, it’s way more difficult in a remarriage. In a marriage, you have two people from different backgrounds with different approaches to money…

Susan and David, in their 60s, had a tumultuous marriage that lasted for 40 years. They faced more than their share of challenges. Building a new business in a new country when they arrived in the US as newlyweds was one of them. While the business…

Richard and Jane Brown sold their four-bedroom home in the suburbs. And moved into a new two-bedroom condominium. In their 60s and still active, they chose this condominium for its amenities. It was two blocks from the ocean…

Five years ago, we had a group of friends, most of whom were high achievers, over for dinner. Amongst our guests was a client, who had returned to Canada after working as a director at a hospice in California. I thought to tie in our dinner discussion…

Your 60s are a time of tremendous change. You may be preparing for retirement, entering retirement or recently retired. It’s a time where your finances may also be changing; a crossroads of sorts. So, what can you do with your finances…

“Money does not change people, it unmasks them.” – Henry Ford. Most people do not enter a marriage with the idea of ending it. But almost half of marriages do end. Dennis and Meghan were married for almost 20 years and had two teens…

We all have a mental “bucket list” that includes all those things we want to do, places we want to visit, people we want to meet before we die. The fact that these items are on our “bucket list” indicates they mean something to us…

I will never forget my call to Sheila. Sheila and her husband, David, were clients in their late 50s. They were the salt of the earth’ folk. It was a Monday afternoon. I figured Sheila would probably still be at work, so I would leave a message for her…

I believe the pandemic has brought with it more changes to society on a micro-level than anything else. There has been a sharp increase in divorce rates, a spike in the number of resignations (the great resignation) and a great movement…

We all know that men think differently, and this includes all areas of life. Including money. Here’s a real life example: Jack and Sarah went in to see their banker. Jack stated that he wanted the mortgage paid off in five years and asked…