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Financial Planning

A 4-post collection

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DIY Will: Dangers in Your Will

There’s something appealing in the phrase “do-it-yourself”: it brings to mind a self-sufficient, able individual, gaining independence from those pesky expenses by tackling the problem »

Michael Jeong Michael Jeong on Financial Planning, DIY, Will 16 July 2018

Embedded Commissions: The Anathema to Honest Financial Advising

Imagine this: you went to see your accountant to get some advice on your books. You want to make sure that everything’s in order, because »

Michael Jeong Michael Jeong on Financial Planning, Financial Industry, Opinion, Commissions, CSA 06 July 2018

Four Retirement Costs to Plan Ahead For

The word “retirement” used to mean settling into a comfortable armchair, kicking up one’s feet and enjoying a well-earned relaxation. Nowadays, it’s becoming an »

Michael Jeong Michael Jeong on retirement, Financial Planning 29 June 2018

The Twilight Years of Retirement

The latter stages of human life are sometimes termed the “twilight years”. It brings to mind the image of a sun dipping beneath the horizon, a »

Michael Jeong Michael Jeong on retirement, Financial Planning 27 June 2018
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