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Care Giving Realities

Taking care of family is something many baby boomers are starting to face.  Working, dealing with grown children and spending time helping your parents  has become more work than many had anticipated. Some parents are fully independent and can live on their own, some need support  but can still live their own home or live(…)

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New Retirement

New Retirement

In Kelowna I meet at least 2 people a week that have relocated to the valley to prepare for an early retirement. They have left the high paying jobs in Vancouver, Calgary or Edmonton sold the family home and moved to the Okanagan Valley to be closer to aging parents.Their plan is to work another 5-7 years, and with(…)

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Retirement Can Be Funny

Retirement Can Be Funny

The topic of financial management and retirement is a serious financial issue for many. Will you have enough to live with dignity, how do you deal with your investments when the financial markets are down, and what if you live too long? The answer for most financial companies is to scare their customers in to making(…)

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