It’s easy to feel like our lives are just a series of obligations – choices and decisions made because we have to, not necessarily because we want to. From paying bills and working 9-5 to attending continuous professional development seminars, family events and keeping up with the Joneses. When we view life through the lens...
Author: Anthony Brandt
Deeper relationships, not deeper pockets
There are moments in life when we slow down and reflect on where we’ve been, where we are – and where we’re headed. Sometimes this is at the start of a new year, or perhaps it’s at a significant milestone in life when we feel like we’ve crested a hill and can take a rest...
Save on tax, and for life beyond work
In recent years there has been a considerable amount of economic uncertainty. Many people are unsure of their financial future, concerned that they won’t be able to retire because of financial setbacks related to the pandemic and other global events. Saving for retirement often aligns closely with benefiting from tax advantages, tax-free investing and tax...
How are you choosing your financial products?
For years, people have said that insurance is sold and not bought. The stigma surrounding the industry and those representing it still hangs thick in our social memory, with old stories of brokers peddling policies purely to earn commission instead of seeking the best needs of their clients. However, in the last decade or so,...
