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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.

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26 April 2020

5 Ways to Grow Your Emergency Funds

If you lost your job tomorrow for how long could you live without an income?  Kevin and Bradly were both laid off from their jobs.  Kevin is immediately financially destitute.   While, Bradly is concerned, he knows that at least he can survive for the next 6 months’ even if he does not regain employment within that time.   What made a difference?  Bradly has an emergency fund; do you?

19 April 2020

HELP!  Navigating Loans During COVID-19 

If your salary, and/ or your spouse’s salary has been reduced or cut completely, how will you continue to service your loans while paying your bills, and putting food on the table?  These are real concerns for many persons and can leave you nervous about having loans, thereby tempting you to pay out these loans and just be debt-free.  However, in times of prolonged uncertainty, cash is king, and so the key is to preserve as much of it, for as long as you can.  

24 March 2020

JMMB Pension Expert Shares Pointers for Retiring Early 

Jamaica’s pension coverage is significantly lower than its Caribbean neighbours, which boast between 50-60% of its labour force being covered by a pension scheme or retirement plan. Based on 2017 findings, approximately 16% of Jamaica’s labour force are covered by private retirement schemes and the government’s pension arrangements. This underscores the need for individuals to begin planning for their retirement, so as to avoid the pitfalls of having no preparations in place. 

23 March 2020

COVID-19 Financial Calamity or Bright Opportunity

How are you responding to the downturn in the financial markets since it ‘contracted’ COVID-19? Like Dane, your equity and bond portion of your portfolio may have lost tremendous value, since COVID-19 ‘infected’ the local and international financial markets. However, he is excited at the potential to grow his portfolio by leaps and bounds, through the opportunities created by COVID-19. He is looking to invest in ‘value stocks’ – i.e. companies that have been tried and proven, with a long-term timeframe, thereby  buying these stocks at a lower price than their true value, which is in keeping with his long-term financial objectives. Here is advice that you too can consider applying: 

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