Managing Money

I was devastated. A few days before I turned 60, I was suddenly a widow. But really, I was typical. Surprisingly, the average age at which a wife becomes a widow is 59.4. About 1 million women a year in the U.S. experience what may be the most stressful event…

Oh, if we had only known then what we know now! We can say that about many things in life. August is Wellness Month, so I want to share some thoughts and a challenge for you about financial wellness. It’s a topic we have yet to embrace…

Despite my long career in business, I suffered a major case of entrepreneurial amnesia. All the good advice I gave clients during my 35-year business career flew out the window when I started my own business. Let me prevent you…

Do you want to know your options for investing to reach your long-term goals? Remember that investing is only appropriate if your living expenses are covered, your debt is under control, and you have built an emergency fund. After that it may be time…

I have just handed a small fortune to my offspring to help them to buy properties and, in one case, to contribute towards IVF treatment. We all do it, if we are in a position to, of course. My mother was the same: she was generous to me…

Oh, blissful retirement! Is it a reality or is it a myth? You planned it all out – endless vacations, hobbies you finally have time for, and no alarms ringing at the crack of dawn. And voila! You finally retire! But instead of relaxation and joy, you find restlessness…

In a previous blog, I offered some points to consider when you decide to become an entrepreneur in retirement. This time I would like to look at the qualities that make a successful entrepreneur. It is not a failsafe guarantee…

Ladies, as we celebrated the freedoms of our nation on July 4, I encourage you to look at how to create financial freedom in your life. Money is a tool to be used creatively and constructively to build families and communities. Your self-worth is not your net-worth…

Do you want a job that will let you travel the world and meet new people? Teaching English as a second language is a great way to see the world and discover new cultures. I had a complete reset about seven years ago and decided that I wanted…

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…