Its true. Many people win the lottery, or are lucky enough to inherit large sums. Now what? The first reaction is to pay off bills, share with family and give to charities. Even quit your job. Well, don’t quit your job quite yet. Here is a good rule of thumb. If your annual cost of […]

North America is world famous as a consumer society. In Canada and the USA we love to shop – just drive by any mall and it is easy to see that the bigger and flashier the center – the more people it attracts. For all intents and purposes shopping has become a social event. Restaurants, […]

Years ago we all felt quite comfortable about the availability of oil in North America – or least most of us did. We had the biggest and flashiest cars in the entire world, and the largest houses too. That was before the first oil crisis in the ’70’s. Today, the twin threats of global warming […]

There is an old fable: It is called the “Richest Man in Babylon” The story is simple and has served those well who have followed it. I’ve shared the book with hundreds of people over the years and would love to give you a copy. The moral of the story goes like this: There will […]

Here are the 34 Key Executor Duties you need to know when dealing with an estate. This post was originally released on our site with the free podcast on what to do when you are named executor of a Canadian estate. 1/ Arrange for funeral 2/ The banks will usually release funds to pay funeral […]