Value For Money Investing

Efficient Wealth Management has created a new coaching program called The Gratifying Harvest.  The program helps you enjoy your future by carefully harvesting cash flow from your lifetime of savings or preparing you to do so.  We thought a column devoted to this pleasing idea would be great.

Love Is In The Air

There are many ways to begin your after party.   Sometimes it is about becoming a snowbird or embarking on a new career.  To some, it is about having the time to watch the grandchildren and enjoy their youthfulness.  To many more, it is about having the time to give back to the community or support others.   Best of all it can be about falling in love... and when in love, distance is no barrier.   One of our clients, let's call her Cathy, was a successful executive for a major international company and had built herself a very comfortable life.   In the last few years of her retirement, she rediscovered an old friend.  As they became reacquainted, they became closer and closer and romance raised its promising head.  The main stumbling block was he was in California and she was here in the GTA. Regular visits to California ensued and the connection grew stronger.