Yesterday, I did a financial workshop for the YMCA Business Center. One key idea that I emphasize is not about any of the financial strategies, rather is the human psychology when it comes to making...
Posts by Samuel Li
As we entered into the second quarter of 2014, it is important to review over your investments. In going forward, how will you position your portfolio? Below is a short video clip from Mackenzie...
Although people with disabilities could be facing a distinct set of challenges, there are many positive lessons one could learn from them. Today, I received an email from a friend who works at a...
My Recent Reading: The 5 Most Important Money Lessons To Teach Your Kids
Although my daughter is only 5 months old, I wonder what should I teach her about money in the future. When I was a student, (Ok, that was many years ago), but I really do not recall this was a topic...
As most of you probably know by now, assisting families with special needs to obtain disability savings benefits is part of my services and it is also something I really enjoy doing. It has been a...
Many parents that I've talked to are very active in saving for their children with special needs. Especially with the Registered Disability Savings Plan (RDSP), their attention is focused on getting...