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Blog

Young woman pouring a drink for an older woman. They are sitting together at a table.
Jeff McDaid | Sep 1, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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A couple working in their kitchen together
Jeff McDaid | Aug 31, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Jeff McDaid | Aug 4, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Focused young woman shopping online on her laptop
Jeff McDaid | Jul 29, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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A teenager holding a yellow and blue longboard talking to her friend
Jeff McDaid | Jul 18, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Jeff McDaid | Jul 14, 2022

First Time Investing for 20-Somethings

Investments
Savings

For many early 20-somethings that are freshly graduated and are now facing credit card and loan bills, the last thing on their mind is investments. Your new job

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Woman at university graduation.
Jeff McDaid | Jul 11, 2022

Financial Tips for Your First Paycheck

Finance
Savings

The moment that your first professional paycheck enters your bank account can be a euphoric experience. Finally you can trade in those frozen pizzas and

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Phone, clipboard, pen and paper on a desk.
Jeff McDaid | Jul 7, 2022

Investing Terms to Know

Investments

Taking control of your financial future is a pressure-filled process. You want to have confidence in what you are doing as well as an overarching plan, yet

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Male stretching on patio.
Jeff McDaid | Jul 4, 2022

7 Habits to become a Millionaire

Education
Investments
Lifestyle
Savings

The thought of being a millionaire feels like a distant, unattainable dream. The lingering self-doubt within the majority of us assumes those that are rich

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newaccounting
Jeff McDaid | Jun 30, 2022

How to Pay Off Your Debt

Savings
Finance

Let’s talk about the elephant in the room that gets swept under the rug all too often when discussing our finances: personal debt. Our bills for borrowing can

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income
Jeff McDaid | Jun 27, 2022

How to Make Passive Income

Finance
Property
Real Estate

Human beings spend on average 229,961 hours in our lifetime fast asleep. Imagine how much money we could have made with all of this time at our disposal!

Well

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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Jeff McDaid | Jun 23, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Mutual funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services including financial planning services are offered through Agora Inc. and Karen Okimi.

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