Dear 90 Year Old Me

This wonderful 4-minute video from our Head of Financial Life Strategies, Monique Madan (CFP), discusses one of the greatest predictors of future wealth.

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Stop Asking, “What’s the Worst That Could Happen?”

Well-meaning friends and family members are full of advice and support when we are pursuing that ambitious goal or that risky next step. Some might ask, “what’s the worst that can happen?” While seemingly supportive and encouraging, research has shown that the appropriate retort is, “what’s the best that can happen?”

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How To Develop A Positive Financial Mindset

So often we get in a rhythm of what we think we should do versus what creates harmony in our lives. We allow fear and negativity to creep into our consciousness, which limits our potential.

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Humans Vs Retirement Podcast: How our money can make us truly ‘wealthy’ in retirement with Dr Daniel Crosby

One of the least discussed but most commonly made mistakes when retiring? We all know with certainty what we are retiring from but many of us do not have full clarity on what we are retiring to…

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The Taxing Issue of Succession Planning

Whether it’s the sight of Logan Roy foaming at the mouth at his conniving, inheritance-sucking kids in Succession or the recent Federal budget, which outlined new rules around intergenerational business transfers, the passing down of family wealth is a core part of a good financial plan.

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Key Dates For 2023

In this brief 3-minute video, our Head of Financial Life Strategies, Monique Madan CFP, gives you a look ahead to some important tax considerations for 2023.

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Tax Season: Bucking the Trend

Even Albert Einstein, a man with a brain capable of solving the most complex physics equations, stumbled when it came to taxes. “The hardest thing in the world to understand,” he said, “is the income tax.”

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The Art and Science of Spending Money

Building wealth must be about more than just seeing a larger number on your investment statement each year.  Wealth translates into life satisfaction when it has a purpose. 

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2023: Building on a better base for investors

Investing money at its most basic is just delayed consumption. Putting $250 away versus buying another pair of shoes simply means you can buy those shoes at some point in the future. It makes sense then that the baseline goal of investing is to protect the purchasing power of your money.

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