Financial advisors: What happens when a valued member of your team leaves? Check out my Globe and Mail article on this often-overlooked aspect of practice management. Chosen as one of Globe...
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A smart idea to wrap things up early?
Robyn Thompson is regularly featured in The Toronto Star’s “Money Makeover” series by Deanne Gage. Money Makeover takes a look at Christopher, 62, and Charles, 59, are newly retired snowbirds living in Mexico during the winter months. They have enough money to live a frugal retirement lifestyle, but they’ll need to adjust their expenses and expectations to go the distance.