3 Essential Considerations for Women

Executive Summary

Retirement Planning is not the same for both women and men. Like most aspects of life, women face unique hurdles and risks that do not affect their male counterparts. These risks include outliving their money, earning less but having more financial obligation, and, for some, an aversion to taking risks with their money.

How to help your kids without killing YOUR future

While meeting with a Grant and Susan* a few weeks ago, we were reviewing their spending and one of the biggest items was the amount they were spending on their daughter’s rent. To be fair, their daughter was in second year university in a pandemic, but this rent payment was going to be a big component affecting when Grant and Susan could retire. So, I pointed out that she had a lot more time to pay down a debt gained during school than …