Managing Paper Mail

Managing Paper Mail

Many of us have clients that are inundated with old-fashioned “snail” mail.  The kind that comes via the mailman and that takes up space on desks, shelves and kitchen counters.  Holiday catalogues followed by tax related mail at the beginning of year makes the first...
Consistency is the key to financial independence

Consistency is the key to financial independence

We are almost halfway through! For some of us, it has been a challenging year, for others an ongoing process.  For most of us, it has been an awakening – a new experience as we are coming out of our post-pandemic hibernation.  How will you embrace the remainder of...
Are you overspending your budget? 7 tips on how to switch to savings

Are you overspending your budget? 7 tips on how to switch to savings

There is no magical one-size-fits-all solution to developing and living on a budget designed to meet your goals. While there are many tools to help, the one common requirement is a commitment not to overspend. With a little planning and deliberate decision-making, you...
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