Tag Archives: financial planner

CFDS or CFDA? What’s the difference?

If you are thinking to work with a CFDS (Certified Financial Divorce Specialist) or a CFDA (Certified Financial Divorce Analyst) to help you navigate through the financial part of your separation negotiations ensure you do your research. As both accreditations sugggest the same type service you might be thinking they are the same thing....
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Widowed or Divorced?

Whether you are recently widowed or whether you have experienced a separation or divorce the financial issues don't go away. Actually, for those who have left the daunting financial task to their spouse it can be a tremendous chore to understand your financial picture without them. I've always insisted that both spouses attend my annual...
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Financial Acronyms Meant to Confuse?

LIRA's, LIF's, OAS, CPP, LRSP's, DC pension plans and DB pension plans, Non-registered funds and Taxable Accounts are all financial planning acronyms which I jokingly tell my clients that my industry invented to confuse them so that they needed to get in touch with me to understand their financial picture better. Most laugh. ...
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Urban Retirement Trend?

Over the course of the last (almost) 30 years of my advising clients I have seen many different scenarios when it comes to lifestyles and solutions to financial issues.  So much so that nothing seems to really stick out as being anything truly unique but, on the other hand, not many of my clients are...
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Eldercare and Your Financial Plan

[caption id="attachment_199" align="alignnone" width="300"]Marcy Ages B.A., CIM, CFP, CPCA, CLU[/caption] Today I am hosting a blog entry by Marcy Ages.  Marcy's specialty, as a Financial Planner, is planning for aging.  Please note that after the blog post there is information about an event that Marcy is hosting...
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