Alex’s Articles

Why Retirement Planning is a Big Deal

Thinking about retirement? Picture it as packing for a big adventure. You have to make sure you’ve got everything you need so there are no “Oh, no!” moments mid-trip. Retirement…

Financial Planning for a Life Well Lived

Over my 24 year financial planning career, the most common question I’ve been asked is, “Alex, how can I save more for my retirement?” Many of my clients believed they’d…

Post Christmas Sales – A Survival Guide

We’ve all experienced it… the undeniable allure of post-Christmas sales. No sooner has Christmas wrapped up for the year than the frenzy of Boxing Day Sales descends upon us. Every…