Financial Library

The purpose of this series is to educate consumers on some simple principles that will take the mystery out of the often-complex world of managing one’s financial affairs. The first distinction is to realize there are only seven key variables that can be managed in creating your financial future and wealth. These variables are:

Recent studies * reveal that a large majority of so-called Baby Boomers are uncertain about their preparation for retirement. Arguably, the have it my way generation did not all follow in their parents' footsteps when it came to saving for the future. As well, some major bumps along the way (a housing crisis, a stock market crash, a global financial crisis and a pandemic) have reduced many retirement 'nest eggs.'