• Eggnog and Budget Planning

    December 18, 2015|By David Lester

    What is better than holiday parties, presents, and delicious food? 2015 budget reconciliation time!  Not too many people get excited at the end of the year to see how much they have saved, but I sure do.  I go over all my expenses, income, investments, and mortgage to see how much I made and spent.  If you […]

  • Holiday Cheer Doesn’t Have to be “Dear”!

    December 3, 2015|By David Lester

    It’s officially December now and I have no idea what to get anyone for Christmas or how much it’ll cost.  Everyone should be getting ready to be Merry and Jolly but I’m banging my head on the wall thinking of what everyone wold love without breaking the bank.  I always give AWESOME gifts and so […]

  • Money For Life!

    November 26, 2015|By David Lester

    Only 1 in 3 Canadians have defined benefit pensions (retirement money that only ends when you die), and there are a ton of pluses to having a defined benefit pension.  The biggest benefit is not running out of money and being forced to eat cat food when you retire.  It is also known that people with a set […]

  • Black Friday Boot Camp

    November 19, 2015|By David Lester

    Black Friday is on Nov 27th and Cyber Monday is on Nov 30th this year and I’m pumping up to win on savings!  As you already know, I love me a deal, and I wanted to share with you all of my tips and tricks on getting the best item for the best price.  It’s […]

  • Treat Money Like Your BFF

    November 6, 2015|By David Lester

    Don’t just have an “ok” relationship with your money have an AH-MAZING relationship with it!  Just like you have with your spouse or best friend.  Being a money maven means you treat your money like any other important relationship in your life.  Treating your money like your best friend can provide you freedom, security, leadership, […]

  • Make This Halloween Less Financially “Scary”

    October 30, 2015|By David Lester

    Have you noticed that retailers have started to put out fancy Halloween costumes and information earlier and earlier to remind you that it is on its way. And after all of the costumes, decorations, and treats it is getting super expensive!  When I was a kid my mom would make a costume or decorations for […]

  • Bank Branches Built for Millennials!

    October 24, 2015|By David Lester

      A Goldman Sachs Global Investment Research report shows that 33% of millennials say they won’t need a branch in 5 years. The same report says that 50% of millennials expect Silicon Valley start up companies to modernize banking for the world.  There is a recent shift towards virtual banking, roboadvisors, and away from brick […]

  • Dividends are the Key to My Heart

    October 16, 2015|By David Lester

    We’re having some crazy days on the market for the last month or so and it looks like we’re entering a time of slower economic growth. This new economic cycle will be a time of volatility and fewer company profits which equals less stock price appreciation. To compensate for this slower growth, investors should be […]

  • Make a Mean Bird on a Budget this Thanksgiving

    October 11, 2015|By David Lester

    Thanksgiving can be a VERY expensive holiday.  You have to buy an expensive bird, booze, and tons of veggies and desserts. After an expensive summer holiday with the kids, who has money left for a big holiday now?  Because we LOVE our family and friends so much we still want to make it super special.  […]

  • 5 Ways to Put Your Cash on Cruise Control

    October 6, 2015|By David Lester

    It’s Fall now and there is so much to do that is more fun than paying your bills.  Wouldn’t you rather carve pumpkins, shop for new turtlenecks or take the kids for a drive to see the changing  leaves?  Why not set up your money tasks so that they are off your to do list […]

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