It’s that dreaded time-of-year again – I am not talking about winter, but tax season. Did you know there is a difference between tax planning and tax preparation? A tax preparer helps you file your taxes, whereas a Certified Financial Planner® can help you plan and execute a strategy in advance of tax time, helping […]
Money is one of those topics that so many people struggle with, either at some point in their lives or throughout their entire life-time. A couple of years ago, a really good friend of mine interviewed me for his podcast channel called Moving Millennials. You can listen in here: Listen to Audio Here are three basic […]
A number of my friends and clients lost their homes in the fire that displaced 80,000 residents in the Fort McMurray fires. It was a tragic event, and yet people have boldly looked forward. Some are rebuilding while others have chosen not to. Although it has now been over a year since it all happened, […]