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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.

14 March 2019

Retirement Planning When You Are Your Own Boss 

Being your own boss has many perks. The upside of being an entrepreneur includes being able to determine the pace of your day, having the opportunity to transform your vision into reality, as well as being responsible for your own destiny.   However, when it comes to retirement planning, being self-employed or being an entrepreneur can have its drawbacks, since contributions towards your retirement fund will rest solely with you.

24 February 2019

Joint Accounts: What You Need to Know 

How can I have a joint account, but still know my money is safe?  This is the thought many of us have pondered, as we are asked whether or not we wish to add someone to our account, by our respective financial advisor.  We have heard the stories where people have regretted this decision, because their trust was abused.  

11 February 2019

Talking Money With Your Honey

Are you good at talking about money with your honey? We all want our love story to read “and they lived happily ever after.”  Having financial harmony is critical to this.  So here are some suggested ways to talk money with your honey:  

28 January 2019

Facing Your Financial Fears

Do you have any financial fears?  If you did not have these fears, would you be closer to achieving your goals?  We will explore some of the most common fears persons have and look at how we can overcome them together in order to live the life we love, and love the life we live.
Sydney overcame his financial fears in 2018 and is on his way to achieving his dreams; we hope his journey will help you to face your financial fears too. 

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