Articles
Barb is regularly featured in several publications. You can read a selection of these articles below.
(Click to expand)
2012
Investment Executive - November 2012
Tags: Divorce, Retirement, Savings
"When clients relocate"
Investment Executive - November 2012
Tags: Moving, Principal Residence, Cost of living
"How to maximize RESPs"
MoneySense Magazine - September/October 2012
Tags: Children, Parenting, Education, RESPs
"Family profile: On the Edge of Disaster"
MoneySense Magazine - July 2012
Tags: Debt, Losing a Job, Children's Health, Home Ownership
"Leaving it all behind"
MoneySense Magazine - April 2012
Tags: Entrepreneur, Marriage, Moving, Running your own business, Buyout Offer
"Planning Ahead"
MoneySense Magazine - March 2012
Tags: Car buying, home buying, planning ahead, financial advice
"Protection Plan"
MoneySense Magazine - March 2012
Tags: Emergency cash, life insurance, disability insurance
"A disaster unfolding"
MoneySense Magazine - February 2012
Tags: Living together, joint finances, being in a relationship with money, different financial objectives
"Disability Insurance - Preparing for the worst"
MoneySense Magazine - January 2012
Tags: Disability insurance, financial planning, is it worth it?
2011
Investment Executive - November 2011
Tags: Retirement Benefits, Advice for Advisors, Adjusting inflation rates, predicting inflation rates
"Family profile: A tragic development"
MoneySense Magazine - November 2011
Tags: Living with a disability, Financial struggles
"Family profile: A lesson in Austerity"
MoneySense Magazine - November 2011
Tags: Debt, Savings, Retirement Plans, RESP, Mortgage Payments
"Starting a business before being tied down"
Globe and Mail - October 2011
Tags: Personal Finance, Young Entrepreneur, Tax advice, Savings
Video: "Financial advice for young entrepreneurs"
"Don't Hide Cash Under the Mattress"
Financial Post - July 2011
Tags: Cash Account, GICs, Low Interest, Online Savings Accounts
"School Dollar Daze"
Financial Post - May 2011
Tags: Saving for education, Student savings, Registered Education Savings Plan, University costs
"Accelerated Payments Can Save a Bundle"
Financial Post - March 2011
Tags: Mortgages, Home ownership, Mortgage repayment, Borrow to invest
"Teacher's Pension a Lifesaver"
Investment Executive - January 2011 Edition
Tags: Losing a job, Pension plan, Planning for retirement, Selling house
2010
Tags: Children, Financial Planning, University Costs, Ill parents
"Dream Home Nightmare" MoneySense Magazine - November 2010
Tags: House debt, Canadian dream, Buying a house, Downsizing, Debt
"Tax Strategy to Retirement Planning" Financial Post - November 2010
Tags: Tax Strategy, Retirement Planning, Tax Preferred Options
"Rich at Any Age - Your Teens" MoneySense Magazine - Summer 2010
Tags: Building wealth, Life lessons, Your Teens, Family finances
"Family Profile - The Big Illusion" MoneySense Magazine - Summer 2010
Tags: Financial plan, Assets, Debt, Family profile, Canadian dream
2009
Tags: Retirement, RRSP Advice, Savings, Financial Planner
"Who Should Have Segregated Funds in their RRSP Portfolio?" MoneySense Magazine - December 2009
Tags: Investments, Q&A, Retirement, RRSP, Segregated Funds
"Will I Save Money if I Withdraw on Maternity Leave? MoneySense Magazine - December 2009
Tags: RRSP, Maternity Leave, Tax Savings
"Not Paying Income Tax This Year - Should I Withdraw?" MoneySense Magazine - December 2009
Tags: Unemployment, RRSP, Mutual Funds, Investing, Financial Planner
"Should I Use My Refund to Pay Down Debt?" MoneySense Magazine - December 2009
Tags: Tax refund, Paying down debt, Retirement, RRSP
"From Rich to Ruin" MoneySense Magazine - Fall 2009
Tags: Employment insurance advice, Financial planner, Family profile
2004-2008
"Who Should Have Segregated Funds in their RRSP Portfolio?" MoneySense Magazine - Summer 2006
"Will I Save Money if I Withdraw on Maternity Leave? MoneySense Magazine - May 2006
"Not Paying Income Tax This Year - Should I Withdraw?" MoneySense Magazine - April 2006
"Should I Use My Refund to Pay Down Debt?" MoneySense Magazine - Dec-Jan 2006
"From Rich to Ruin" MoneySense Magazine - November 2005
"Can You Slash Your Income Tax?" MoneySense Magazine - Winter 2004
Blog
2012
"Confused about PPRPs?" September 2012
"Are you concerned about an aging parent?" August 2012
"Should you trust your children?" February 2012
2011
"A welcome new service from CRA" November 2011
"Looking for an alternative to mutual funds?"
"Is a reverse mortgage right for you?"
"Protecting your income"
"Is it time to downsize for retirement?"
"Simple 10 point checklist to wealth creation and financial independence"
"Is it time to convert my RRSP?"
"Active vs Passive - The Great Debate"
Bulletins
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Newsletter
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2012
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