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Planning for “The Plan”

Q: I have been saving & investing for years. I have an investment advisor, an accountant, and an insurance agent. But up until now, I don’t have a financial plan. I never really thought much about it, but rece...
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The best way to “play it safe”

Q: I’m trying hard to be disciplined and build my savings, but I’m feeling insecure with the fluctuations in my investments over the past few years. I’m considering moving most of my investments to GICs & b...
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The Risks of ‘Safe’ Investments

Q: As a retiree, I am mostly invested in bonds and GICs. I am a conservative investor, but I’m beginning to get concerned over the low rates my investments are paying. Should I be worried? A: Conservative ...