Well, perhaps not really a rumour, as I’ve often talked about having two passions! From this website and blog, you definitely know me as being in the insurance industry. You may also know that I love to talk about distance learning, both as a lifelong learner and as an educator. It may come as no [...]
Filed in Biography, distance education, Education, Uncategorized
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Also tagged Chartered Life Underwriter, disability, e-learning, Edmonton, educator, insurance guy, learning technologies, life insurance, living benefits, money guy, PhD, Registered Health Underwriter, researcher
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You recently heard about the sentencing of Bernard Madoff for his massive fraud, identified as a Ponzi scheme. While certainly not of the same size, an international fraud involving residents close to home was reported yesterday on the front page of the Edmonton Journal by Karen Kleiss. For a quick review of what a Ponzi scheme entails, and to [...]
You have likely heard the news of Bernard Madoff being sentenced by a U.S. District Court to 150 years in jail for his orchestration of a massive Ponzi scheme. Well, I was shocked when a financial advisor I know said yesterday that he wasn’t aware of Madoff and did not know what a Ponzi scheme [...]
Wednesday, February 11, 2009
I posed a question on Twitter last night asking, “What is your most valuable financial asset?” Thanks to those who replied! The answers included car, house, horses, business, education, and job. Each is a valuable asset. However, I would like to extend the thought a little further. Is your most valuable asset not your ability [...]
Filed in Financial Planning, Insurance, Risk Management, Uncategorized
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Also tagged critical illness, disability insurance, Edmonton, financial hardship, living benefits, long term care, protect assets, Twitter
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While RRSP planning should take place throughout the year, I’ll be the first to admit that many turn to their financial advisors in the first two months of the year, and often the last week (or day). That time of the year is here! For an income tax deduction to be used for the 2008 tax year, the deadline [...]
Thursday, December 18, 2008
Creating an online Money Management seminar is something I have been thinking of for some time, and I think that now is the time to move ahead. I would, however, appreciate a little input. Here’s what I have in mind as an initial session. Participants would be led through a process to identify their cash [...]
Filed in Budgeting, Finances for Women, Financial Planning, Insurance, Investment Planning, Uncategorized
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Also tagged cash flow, Edmonton, group benefits, income protection, Insurance, inventory, money management, net worth, Reflections on Wealth, RRSP, seminar, Tax Free Savings Account
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Thursday, December 11, 2008
I would like to help you understand term life insurance. If you do understand, then you can jump right to some important questions: Are you paying too much for your term life insurance, are you underinsured, are you overinsured, and why should you have a personal term insurance policy? There is a lot to be [...]
Tuesday, December 9, 2008
There are four questions that I like to pose. For most, the answers should lead to the conclusion that a discussion of Living Benefits with your insurance advisor is in order. Here they are: 1. Do you know someone who has had cancer, a heart attack, or a stroke, or another serious health condition? 2. Did he or she plan [...]
Friday, November 28, 2008
You have probably heard about the Tax Free Savings Account (TFSA) for Canadian residents. Do you understand what it means and how it might fit into your financial plan? It is apparent that there are misunderstandings, or a lack of knowledge, about how it can be used. You can open an account now, with deposits taken as [...]
Tony’s Distance and E-learning Blog