Listly by Kathy Waite
Kathy Waite Fee only financial planner in Regina Saskatchewan . Plans before products! Helping you retire while you are still young enough to enjoy it
Retirement income and lifestyle planning Investment strategy advice
Straight forward advice you can use no product sales
Working for my clients not representing a big company Contact me to find out how I can help you. www.yournwm.ca
“Investing is all about common sense. Owning a diversified portfolio of stocks and holding it for the long term is a winner’s game. Trying to beat the stock market is theoretically a zero-sum game (for every winner, there must be a loser), but after the substantial costs of investing are deducted, it becomes a loser’s game. Common sense tells us-and history confirms-that the simplest and most efficient investment strategy is to buy and hold all of the nation’s publicly held businesses at very low cost. The classic index fund that owns this market portfolio is the only investment that guarantees you with your fair share of stock market returns. To learn how to make index investing work for you, there’s no better mentor than legendary mutual fund industry veteran John C. Bogle.”
Want to know how to save money on groceries? Here are a few ways to stretch your budget and save money on groceries when you’re at the grocery store.
Fee-only financial planning, money coaching, net worth management is about making the most of what you have. No products sales pitch, just the truth. Working...
Isnt the definition of insanity doing what you always did? Stop using mutual funds. In the last 5 years none of the Canadian fund managers running US funds b...
Fee-only financial planning is for anyone who wants to get organized and make the most of their finances without feeling like they are being sold a product. ...
Fee-only financial planning, money coaching, net worth management is about making the most of what you have. No products sales pitch, just the truth.
Fee-only financial planning is for anyone who wants to get organised and make the most of their finances without feeling like they are being sold a product.
Is your bank helping or hindering you?
Read my blog about the latest scams and fee rip offs, Perhaps you are owed some money back?
‘Put away for tomorrow’ philosophy allows man to pursue second career as a United Church minister
When thinking about their financial situation, most people spend way more time thinking about investing than they do about spending and saving. If I had to guess, I’d say the breakdown looks like something the chart below.
Financial planners need to prepare for transferring their business upon retirement and investors need to be kept in the loop