When you are 1-5 years away from retiring, a checklist like this can be helpful to get yourself into the retirement readiness zone.| Boomer & Echo
Losing your spouse changes everything. But it does not mean you have to surrender control of your money or your future. Surround yourself with people you trust. Take the time you need before making big decisions. Get clear on the numbers.| Boomer & Echo
A Canadian personal finance blog with smart ideas on how you can achieve financial freedom at any age.| Boomer & Echo
A few months ago I wrote about some changes I plan to make to our kids' RESP portfolio. We've used TD's e-Series funds for this account, but will switch to an ETF portfolio using Justin Bender's excellent RESP strategy. Along with this portfolio reboot, I'll also change how we fund…| Boomer & Echo
When looking for the best financial advisors in Canada (or best financial planners in Canada) you’re going to run into a lot of slick salespeople who are really good at using confusing language and scaring you into the financial products that pay them best. Canada’s mutual funds and insurance products are amongst the most expensive in the world, and there is a massive amount of money to be made by selling them to you - even if they’re a really bad fit for your situation. Many people thi...| Million Dollar Journey