The Money and Wellness Blog

We’ve almost made it through January, thank goodness! It’s that long, quiet month after the holidays when the festive buzz has faded and we’re finally...

Financial advisers build plans for their clients that are detailed and thoughtful. They map out the knowns - income, expenses, retirement goals - and ...

If you’ve been following the financial news lately, you’ve probably seen the headlines. They all sound something like this: The top 10 stocks now make...

Have you noticed how impossible it feels to escape the news these days? There are constant breaking alerts on your phone, endless commentary on social...

This year started well, didn’t it?

January 2025 arrived with a bang. Donald Trump was sworn in as President, and from that moment on, the tone of ...

If we’re honest, the process of investing isn’t exactly thrilling.

Choosing funds. Setting up monthly contributions. Checking performance. Staring...

As December winds down, most of us start switching off. Calendars empty, inboxes quieten, and attention turns to food, family, and a well-earned pause...

Cashflow. I know, It’s not the most glamorous topic, but how we handle the money coming in is what shapes both our present lifestyle and our future op...

Okay, you were probably expecting yesterday’s post to be about the budget. I mean… fair enough. Saturday is usually my “money” day, and the budget is ...

Here we go again.

After much speculation about what would be included in last year’s 2024 Budget, recent reports suggest significant changes await...

Smart, long-term investors usually have a good handle on the mindsets and habits that lead to lasting financial success. They’ve got a plan, they stic...

Many investors spend endless hours chasing the perfect investment portfolio - the magic mix that promises to build lasting wealth. And while getting y...