Archive of all posts

• Refunds, risks, and time value of money: A case of insurance policy analysis (0) posted April 25, 2011 under
  insurance:, examples, time, statistics,  critical illness, learning, risks, uncertainty, decisions, costs, inflation, guarantees
• Comments on Ellen Roseman’s articles on annuities in the Toronto Star (1) posted June 2, 2010 under
  examples, senior, professional, retirement, estate plans, risks, annuity, guaranteed income, pension, inflation, guarantees
• Submission to Task Force on Financial Literacy (0) posted May 13, 2010 under
  investing, planning, professional, learning, systems, thinking, DIY, history, psychology, decisions
• Policies as savings, investment, or pension income products: the less gloomy aspects of insurance (0) posted February 6, 2010 under
  investing,  life insurance, _important, retirement, estate plans, guarantees, segregated funds, probate, GICs
• Planning around Long-term care need if one cannot (or doesn’t want to) buy LTC insurance (1) posted January 18, 2010 under
  planning,  long-term care insurance, senior, hard-to-insure, retirement, decisions, underwriting
• Without sensible number crunching there is no rational investment or spending decision (0) posted under
  investing, resources, time, learning, DIY, decisions, calculator
• Long Term Care insurance (LTCi) - an increasingly more important risk managing tool (1) posted December 22, 2009 under
  planning,  long-term care insurance, _important, family, senior, retirement, estate plans, risks, decisions
• Comments on the Munk Debate on climate change (1) posted December 3, 2009 under
  planning, lifestyle, futuring, systems, crisis, environment
• New ways of creating personal pension type retirement income producing portfolios (0) posted July 27, 2009 under
  investing, planning, examples, _important, senior, retirement, asset-allocation, diversification, risks, uncertainty, history, annuity, guaranteed income, calculator, GMWB, product allocation, pension, inflation
• Whole life insurance as investment - a disappearing excellent investment opportunity for retirement planning (2) posted June 26, 2009 under
   life insurance, business owner, retirement
• Set out to be more self reliant (0) posted January 29, 2009 under
  investing, resources, learning, systems, thinking, DIY, psychology, decisions, costs
• Allocate assets and products, and more kinds of them, wisely (0) posted under
  insurance:, planning, retirement, estate plans, asset-allocation, health, risks, uncertainty, annuity, guaranteed income, skills, physical assets
• Learn lessons of the past, and from long term running of numbers (0) posted under
  investing, examples, retirement, time, statistics, asset-allocation, risks, uncertainty, history
• Creative play with widely different planning scenarios (0) posted under
  planning, happiness, wisdom, examples, lifestyle, futuring, change, crisis, environment, thinking, uncertainty, creativity
• Four useful avenues (0) posted under
  planning, thinking, risks, uncertainty
• A few straight talking pundits (0) posted under
  investing, planning, wisdom, resources, professional, learning, change, systems, crisis, gurus, environment
• Why listen to me? … take it as chest thumping if you want (0) posted under
  planning, examples, newsletter, professional, learning, systems, crisis
• Some silver lining is still there. Ideas on what to do now. (0) posted under
  investing, planning, wisdom, lifestyle, retirement, diversification, futuring, learning
• Seniors in the family? Yourself, your (grand)parents, … or both? (0) posted June 1, 2008 under
  planning, situational:, senior
• If you are responsible for a family (0) posted under
  planning, situational:, family
• Where there is a will, … there has not necessarily been proper estate planning done as well (0) posted under
  insurance:, planning, _important, estate plans
• If you are single or divorced (0) posted under
  planning, situational:, single
• Education Planning (0) posted under
  planning, _important, family, education planning
• Preparation for the ‘golden decades’ (0) posted under
  lifestyle, _important, situational:, retirement
• Newsletter repository (0) posted under
  insurance:, planning, happiness, wisdom, books, newsletter, estate plans
• Transition page from old site to new (0) posted under
  change
• People do not plan to fail; they just fail to plan (0) posted under
  planning, happiness, wisdom,  life insurance, lifestyle, _important, time, health, futuring, learning
• Risks in life planning (0) posted under
  insurance:, investing, planning, _important