by adminfwc | May 3, 2026 | Uncategorized
No. 250 – How to prepare your investment portfolio for retirement income Question I will be retiring in three years. Should I be moving my money into the money market fund? Answer As retirement approaches, it is important to reassess your investment strategy to...
by adminfwc | May 3, 2026 | Uncategorized
No. 249 – How to manage retirement income in a falling investment market Question I will be retiring at the end of June and I am horrified by what has happened to my retirement funds. They have dropped significantly since the beginning of the year. What do I do?...
by adminfwc | Mar 29, 2026 | Uncategorized
No. 248 – Savvy divorce planning starts with seeing whole financial picture Question I am getting divorced. Everyone talks about the house, the pension and maintenance, but I do not even know where to begin. From a financial planning perspective, what should a...
by adminfwc | Mar 29, 2026 | Uncategorized
No. 247 – Balancing care, finances and dignity for a parent with dementia Question My mother is a widow and has been diagnosed with early-onset dementia. She owns several rental properties that provide her with income. She now needs to move into care. How do we...
by adminfwc | Mar 29, 2026 | Uncategorized
No. 246 – The case for not making hasty decisions in times of uncertainty Question I am really worried about what is happening in Iran. Should I move my investments into gold or the money market until things settle down? Answer The current war in the Middle...
by adminfwc | Mar 29, 2026 | Uncategorized
No. 245 – Think twice before establishing a trust to fund future education Question I’d like to set up a trust for my five-year-old daughter’s education. Is that the right move? Answer A trust can be an excellent vehicle for providing for your daughter’s...
