Category: planning

May 13, 2010

Submission to Task Force on Financial Literacy

As you may already know, a Task Force on Financial Literacy is working on a report and recommendations for a national strategy to strengthen financial literacy in Canada. The report is for the Minister of Finance …

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January 18, 2010

Planning around Long-term care need if one cannot (or doesn’t want to) buy LTC insurance

‘There is more than one way to skin a cat’ can be true for some when planning how to pay for the things (and mainly the services) triggered by a potential long-term care situation. Underwriting difficulties are more frequent than …

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December 22, 2009

Long Term Care insurance (LTCi) – an increasingly more important risk managing tool

What is the smaller mistake? The ‘waste premium dollars’ vs. ‘going uninsured’ dilemma in a ‘historical asset/income effects’ context. There is always a risk at any age that we become unable to take care of ourselves; chances for that grow …

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December 3, 2009

Comments on the Munk Debate on climate change

Filed under: crisis,environment,futuring,lifestyle,planning,systems - 03 Dec 2009

This post was intended as a comment on Marie Snyder’s blog post about the Munk Debate on climate change on Dec 1, between Elizabeth May and George Monbiot vs Nigel Lawson and Bjorn Lomborg. If you haven’t watched …

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July 27, 2009

New ways of creating personal pension type retirement income producing portfolios

Invitation to a conference dealing with annuities and optimal allocation in retirement provides an opportunity to evaluate two special calculators, one (from a major Canadian insurer) kept for financial advisors and insurance agents/brokers, while the other freely available for anyone …

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January 29, 2009

Allocate assets and products, and more kinds of them, wisely

Closely related to broad and creative goal-setting and synchronous balancing of many factors is giving robustness and resilience to your plans by involving more asset and product classes. It makes sense to step even further, beyond financial assets, and think …

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Creative play with widely different planning scenarios

One of the trappings of planning is that memories of the past, especially the most recent ones, constrain our ability to even consider potential futures significantly different from what we already know; it’s very beneficial to fight this tendency. Related …

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Four useful avenues

Filed under: planning,risks,thinking,uncertainty - 29 Jan 2009

Before forking into four more or less separate branches of my recommendations, in this section you can read and watch some thoughts about dealing with the future in general, the roles and limits of forecasts, and dealing with risks and …

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A few straight talking pundits

This section is mainly a collection of video clips and other documents with a few connecting comments. These ‘gurus’ differ from the mainstream, and are recommended as sources to heed to. Some of the documents are embedded in this page; …

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Why listen to me? … take it as chest thumping if you want

Selection of a few excerpts from newsletters during the last decade are meant to illustrate the benefits of the broad-based, holistic, systemic approach. It’s also a demonstration of the falsity of claims that the current crisis was unpredictable.

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