Category Archive: Cash Flow Planning

The key to successful financial planning is cash and debt management. With the constant pressure for instant gratification many There are constant pressure to Financial management is more than preparing a preparing a budget, or figuring out when you can afford to buy a house. In many cases a client may not have the cash flow to fund his or her objectives and that’s where I can help. By properly structuring your debts I can help you achieve your financial goals and objectives.

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Oct 14 2015

Annuity Payout Rates for Life Annuities

Annuity Payout Rates I read an interesting US technical article on Annuity Pricing Sensitivity and while the scope of the article is very detailed, one chart showing the payout rate versus age got my interest, as shown below.   As I get a lot of requests for annuity quotes, I thought Canadians might find the data interesting …

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Jun 05 2013

The Value of Financial Planning Study

The Value of Financial Planning Study I am a member of the Financial Planning Standards Council (FPSC®).  It develops, promotes and enforces professional standards in financial planning through the Certified Financial Planner®/CFP® certification, and raises Canadians’ awareness of the importance of financial planning. FPSC’s vision is to see Canadians improve their lives by engaging in financial planning. A study …

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Apr 24 2013

What’s That New Car Cost?

What’s That New Car Cost? My father was an automotive mechanic and I often heard him say “you’re either paying one off or paying to fix one”. Since cars are a big ticket item, understanding car pricing is very important. No matter what car you want to buy, here are several websites to aid you …

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