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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.
Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs

The Basics of Keeping a Balanced Investment Portfolio

John Ponto | Jul 2, 2021
Categories
Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
Businesswoman looking at her phone

The Pros and Cons of Investment Apps

John Ponto | May 14, 2021
Categories
Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
Row of townhomes

Selling Your Home After Retirement: The Benefits of Downsizing

John Ponto | Mar 18, 2021
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
Senior couple in a meeting with a financial professional

The Risk of Reverse Dollar-Cost Averaging for Retirees

John Ponto | Mar 11, 2021
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?

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