Financial Literacy 101: A Five Step Approach to Financial Wellbeing for Millennials

Intro In today’s fast-paced world, achieving financial well-being can sometimes feel like an elusive goal, especially for millennials. With competing financial demands and a myriad of choices to make, it’s easy to feel overwhelmed and unsure of where to start. However, with the right approach and mindset, financial literacy can become a powerful tool in […]
10 Steps to Successfully Transition into Retirement

As you approach retirement, it’s essential to have a solid plan in place to ensure a smooth transition into this new phase of life. One crucial aspect of this plan is your financial strategy. Consulting a fee-only financial advisor or engaging in fee-for-service financial planning can help you navigate the complexities of retirement planning with […]
Pension Decision: Cash Out or Take Pension Payments?

When it comes to retirement planning, one of the key decisions many individuals face is whether to cash out their pension or take pension monthly payments. This choice can have a significant impact on your financial future, so it’s important to carefully consider your options and weigh the risks and benefits of each. In this […]
Retire with Confidence: The Power of Independent Financial Advice

Navigating the path to a secure and fulfilling retirement can seem like navigating a labyrinth with no clear exit. However, independent financial advice can light the way, offering clarity and confidence. Particularly in Vancouver, BC, where the financial landscape is as diverse as its stunning scenery, a fee-only financial planner can be the compass guiding […]