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Financial Freedom Blog

Recent posts

  • The Value of Financial Planning

    September 21, 2016

    Like all businesses, we need to provide value to our clients or we go out of business. The challenge we face is how do we prove the value of what we do? The results of a three-year study in Canada with 15,000 participants makes this a little easier. Here are … Read More

  • Financial Foundations Program Benefits Even Those Who Don’t Use It!

    September 6, 2016

    Last month we introduced the Financial Foundations Program. It’s a new service that we offer for early career professionals and anyone with a less complicated financial situation. The main benefits of the Program are these: Broad-based financial planning to help participants make good financial decisions and avoid making the wrong … Read More

  • Broad-Based Financial Planning for Millennials

    August 25, 2016

    We introduced a new service last week titled the Financial Foundations Program. It’s a service by which early career professionals and others with simpler personal financial situations can receive broad-based financial planning and automated investing for a low fee. We’re very excited about the Program because now early career professionals … Read More

  • Spending Plan vs. Budget

    August 9, 2016

    Often when we work with new clients, they will use the term “budget” when talking about wanting to know how much they’re spending each month. We gently tell them that we don’t believe in budgets because people rarely stay on a budget, much like a severe diet is hard to … Read More

  • You May Not Be a Prince, But You Still Need a Will

    August 3, 2016

    When pop music star Prince died in April, he did not have a will and there has been a battle over who inherits his $300 million dollar (or more) estate. Prince has a sister and five half-siblings. A court threw out 29 other claims against the estate last week and … Read More