Are Mutual Funds Really That Bad?

Mutual funds have been getting a bad rap lately with their high fees, low disclosure and under-performance.  The introduction of ETFs has given investors a lower cost alternative. Even David Chilton did an about face in his new book The Wealthy Barber Returns recommending ETFs instead of mutual funds. It is true that the mutual fund…

Read More

RRSP Portfolio Update 2013

I’ve spent a few years dithering about what to do with my RRSP, but since my income has increased over that time I can no longer ignore the tax advantages of making RRSP contributions. After only contributing $1,500 to my RRSP in 2011, I’ve added $5,000 in 2012 and another $5,100 during the first 60…

Read More

How My Retirement Plans Got Derailed – Big Time

In previous posts I have described how I started working at a major bank when my husband had a serious work place accident. This “temporary” job lasted for almost twenty-five years. I won’t get into the reasons why I left but will continue the story from there. Starting Our Own Business Because of his health,…

Read More

How To Overcome Financial Inertia

In-er-tia: a property of matter where it remains at rest or in uniform motion unless otherwise acted upon; a tendency to keep things as they are. Financial Inertia: It’s easy to do nothing Despite all the advice to think ahead, set goals, work at achieving your goals, and make a life of your choosing, many people…

Read More

On Job Security And Preparing For The Worst

The funny thing about job security is that everyone thinks they have it until they don’t.  Most of us can’t imagine a scenario where we’ll get laid off until something unexpected sneaks up on us. In 1993-94, Alberta Premier Ralph Klein set out to eliminate a provincial debt of $23 billion.  I was only 14…

Read More

Join More Than 10,000 Subscribers!

Sign up now and get our free e-Book- Financial Management by the Decade - plus new financial tips and money stories delivered to your inbox every week.