Momentum Irene would love to be of service to you on your financial wellness journey. Feel free to connect with us on any of our platforms, and we will come to you - masked and all! If you would prefer a Zoom or Teams introduction, that can also be arranged.
There are 2 definitions of an Estate: an extensive area of land in the country, usually with a large house, owned by one person, family, or organization.all the money and property owned by a particular person, especially at death. We need to talk about the second definition. Death is such an uncomfortable subject. Most don’t… Continue reading Plan for when it is too late.
Photo by Sabine van Straaten on Unsplash I saw a post on one of my Facebook Groups about a week ago - someone needed help with the setting up of a last will and testament. There were loads of offers to help, be it free of charge (that came with a lot of comments as to why it… Continue reading IS YOUR LAST WILL YOUR LAST WILL?
This is a sentence my wife loves. When I say it - not when she says it. It is all about you Honey. And you know what they say...happy wife, happy life! (There is a reason why nothing rhymes with happy husband...) As I said previously, we had a long distance relationship, and moved in… Continue reading ALL ABOUT YOU
I didn’t marry my Highschool Sweetheart. It took me 33 years to find mine. Yesterday, we would have been dating for 4 years, if she didn’t tell me she has planned our Honeymoon already and paid the deposits, so we had to get married. We lived in different provinces, only saw each other twice a… Continue reading WILL YOUR EX STILL GET EVERYTHING?
With 2018 around the corner, it is a good idea to take stock of where your finances are currently, and where you want to be in a years’ time. It is a great time to consider your bases, as well as if there are any shortfalls. ( https://www.linkedin.com/pulse/playing-catch-up-michael-pfister/ ) Here are a few points to consider: Will: … Continue reading Did you plan for the road ahead?
Since you were a little boy/girl, your dream was to drive a fancy car that gets noticed. Maybe it was a fire truck at first, but then became a Ferrari. In red. Of course. How about sipping cocktails on an island for 3 weeks, with the girls, instead of visiting the parents’ holiday house in… Continue reading Playing Catch Up?