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Never stop learning

Dollars and Good Sense provides valuable tips and insight on how to better manage your money. We always want to see our clients grow in their knowledge of their own personal finances.

Please, don’t keep these to yourself. Share with friends, family, and co-workers. And don’t be afraid to contact us—we want to know what you think and what you want to read about next.

25 July 2021

Home Ownership:  Bankers Share Their Regrets and ‘Secrets’

Do you want to buy your own home or make money from investing in real estate?  Here are the personal stories of accomplished bankers who shared their regrets and ‘secret sauce' for success; this advice may also help to make your journey to homeownership easier. 

27 June 2021

What You Need to Know Before You Purchase Your New Property

Are you thinking about purchasing real estate?  More than likely, it will be the most expensive and most important financial decision of your life which may affect your long-term wealth.  So here are some questions to ask yourself and some calculations to help you to make one of the most important decisions, one of your best decisions.

28 March 2021

Retirement Planning: Making Your Money Last a Lifetime 

Whether you plan to spend your post-working years as a globe trotter, take up a new hobby, enjoy the simpler or finer things in life; the opportunity to just march to your own beat every day is probably the most rewarding part of retirement. Yet, how many of us have placed retirement and post –retirement, as a top priority?

21 March 2021

7 Subconscious Financial Drivers to Avoid

“I am in need of help to urgently re-engineer my finances!” was the WhatsApp message I got from a frustrated stranger, Everett, at 5:05 a.m.  With a whopping $286,000 monthly, going towards eight (8) loan repayments, not including his mortgage, Everett was left experiencing sleepless nights trying to find an escape out of the cycle of debt. Like Everett, do you need to revamp, re-engineer, recharge or restructure your finances? 

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