Case study: Meet Vivian, a newly graduated lawyer with a solid first job, dreams of home ownership and a big credit card balance July 11, 2024 Vivian, a recent law school graduate, just started her first job. Her new employer, a law firm, offered an… Read More
Case study: How a cash flow analysis helped a couple of prudent spenders and good savers who were feeling pinched financially June 27, 2024 Amir and his wife Jennie have built successful careers over the last 20 years – Amir as an infrastructure… Read More
Case study: A couple with a cottage and a financial plan – but not enough to cover a potentially higher capital gains tax June 18, 2024 Eve and Jason bought a cottage more than 20 years ago and have spent many happy summers at this… Read More