Filter by category
March 12, 2024
Getting Around to It: Lessons from Grandma and Atomic Habits
As a child, I was no stranger to procrastination. Whenever my Grandma asked about my homework, I'd dismiss it with a casual "I'll get around to it." Little did I know then that procrastination is more than just a quirk—it's...
Impact Tips
ReadFebruary 27, 2024
Your Authentic Retirement …
2023 ushered in some pretty major changes for me and my family. You already know about our office move, but in addition to that, our home underwent a major transformation as we finally went ahead with a renovation that was...
Impact Tips
ReadFebruary 13, 2024
RSPs & TSFAs
I hope you had some time to reflect, recharge and refocus. Now that winter is here, maybe you will find some time for some outdoor activities or just enjoy the warmth of the fireplace with friends and family! Because now,...
Impact Tips
ReadJanuary 23, 2024
Success Leaves Clues
“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” — Eleanor Roosevelt Whether in our marriage, finances, or personal achievements, having a mentor can be an invaluable way to navigate towards our full...
Impact Tips
ReadSeptember 15, 2023
Will you have Enough?
Are you wondering, “Do I have enough for an abundant retirement?” If so, you are not alone. Pursuing financial freedom and security has always been a challenge. With recent events, it has become an even more complex and daunting task,...
Articles
ReadAugust 8, 2023
Why supporting clients with digital literacy isneeded when changing technology platforms
Switching dealers involves careful planning and consideration – but advisors who’ve recently undergone such a transition say getting clients adapted to digital platforms at their new firm is often an underestimated part of the transition. FG TRADE/AFP/GETTY IMAGES Sign up...
Articles
ReadNovember 23, 2022
You Only Retire Once – Are You Prepared?
Growing up, I was always afraid of standing up in class to speak or being singled out to answer a question. I thought it was because I was shy. Then I learned that people feared public speaking more than death!...
Articles
ReadSeptember 2, 2021
Interview with Tim Hansen by My Business Magazine
Written by GARY MILAKOVIC “Success takes work,” said Tim Hansen, Wealth Advisor with Sutton Wealth. “You need to make an investment in yourself. It takes time and energy: there’s no quick solution. Success is a lot of small, good decisions,...
Articles
ReadJuly 14, 2021
Is Now The Opportune Time To Upgrade Your Lifestyle (And Your Financial Advisor)?
“We cannot solve our problems with the same level of thinking that created them.” Wise words from Albert Einstein. This report is about the real issues and challenges facing anyone who has accumulated money. Contrary to what most believe, the best...
Special Reports
Read