Budgeting & Financial Planning

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Pay it Forward but Donor Beware

While I am 100% in support of charitable causes in our community I would encourage you to be informed about the charities you support. By Susan Creasy

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Have you done a Mid Year checkup on your Financial Goals?

Setting goals is just the first step. Revisiting your goals and ensuring you are on target will set you up for success in the long run. By Susan Creasy.

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Guidance Help and Sound Advice

Insurance and investment needs change as we age and it is important to keep your plan up to date. By Susan Creasy

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Do You Need Financial and Insurance Advice

Great advisors diagnose before they prescribe, asking their clients numerous questions and thoughtfully considering their responses. By Susan Creasy

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Teach your children to be financially savvy

As a parent, you can help your children build a strong financial foundation for their future and start them off in the right direction for long-term financial success. Teaching teens to manage their part time income with a focus on finding a balance between saving, spending and a sharing. By Susan creasy

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Careful Planning Required when Purchasing Real Estate in the USA

When the Canadian dollar is near or at par and the US housing market is weak, many Canadians have been shopping for vacation or rental property in the USA. By Susan Creasy

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Family Loans

What you should consider before loaning money to a family member or a friend. By Susan Creasy

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Grandparents Contribute to RRSP

A gift of funds to make a contribution to your grandchild’s RRSP is a gift that keeps on giving. By Susan Creasy

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Streetwise advice for seniors

Many individuals need to consider the source of their advice and critique the many articles; television shows and books which offer financial or investment advice. By Susan Creasy

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The Road to Riches

Take a minute to consider what it means to be rich from another perspective. By Susan Creasy