Monthly Archives: January 2015

Communication is Key

key to communicationMy mother recently passed away and I am grateful for the communication we had about her wishes and preferences for when the time came. She suffered from a chronic illness so the family had time to prepare themselves for her passing and I had the time to prepare to be the Executor of her estate.


The Remaining Information

To do checkmark

Further to the post “It must be January” there is other information equally important to your Power of Attorneys and Executor that will require more time to document.

Another Year … and So Much More to Learn

diplomaIn the spirit of continuous improvement (and to disprove the suggestion that you can’t teach an old dog new tricks…) I recently completed two Professional Development courses and received the professional designations associated with both.

In January 2015, I obtained the CEA designation and in December 2014 the EPC designation. I believe both of these designations focus on and sharpen the planning and communication requirements boomers will need to manage their future against the backdrop of the serious changing demographic, economic and social changes in our society.

It Must Be January…

To do todayI’m not talking about resolutions. I’m talking about getting fit! Stores are full of exercise equipment for the home and enrolment in fitness clubs increases. Then the hard work starts and the enthusiasm wanes.

Getting financially fit also occurs in January. Have you decided on the amount of your TFSA and RRSP contributions or any of the other plans you might contribute to like a RESP or RDSP? But then again you might wait until just before the deadline and then have to make “in-the-moment” decisions about the amount to contribute and how to invest it.