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Blog

Two yellow balloons with smiley faces on them

Are Emotions Controlling Your Personal Finances?

John Ponto | Jun 6, 2022
Categories
Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
Two men sitting at a table and having a conversation

How Do I Know if a Financial Professional is the Right Fit?

John Ponto | Apr 20, 2022
Categories
Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Elderly woman doing yoga in a park

The New Normal Retirement

John Ponto | Apr 6, 2022
Categories
Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Hands holding a small wrapped present

Charitable Giving: Doing Your Due Diligence

John Ponto | Mar 15, 2022
Categories
Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
A folder with the word "TAXES" on it. There is various stationery scattered around the folder.

Easy Tips to Take Time Off Taxes

John Ponto | Feb 9, 2022
Categories
Tax Planning
May 2nd is fast approaching. Here's how to stay organized so you can get your taxes filed.
Professionally dressed man and woman looking at a tablet

Why Financial Professionals Are Still Important

John Ponto | Jan 20, 2022
Categories
Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.

How Habits can Impact Your Finances

John Ponto | Jan 12, 2022
Categories
Finance
Unhappy with your current financial situation? Your daily habits may be to blame.

Financial Resolutions: 7 Tips to Keep You Accountable

John Ponto | Dec 23, 2021
Categories
Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.

Why You Need an Investment Philosophy

John Ponto | Dec 15, 2021
Categories
Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.

The Canada Pension Plan in 2022

John Ponto | Dec 3, 2021
Categories
Retirement
Let's talk about the contribution changes for the new year, and some CPP basics to consider.
An exit sign in a modern office building

Small Business Owner Retirement: Dealing with an Unexpected Exit

John Ponto | Nov 3, 2021
Categories
Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
Woman in a suit holding a piece of paper. She is in an office setting.

Pre-Retirement Preparedness: Planning for Your Career Exit

John Ponto | Aug 26, 2021
Categories
Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.

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