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Blog

A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Tom Lowden | Oct 31, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Tom Lowden | Oct 7, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Hand holding a page with several charts on it
Tom Lowden | Sep 28, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Tom Lowden | Sep 21, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Hand holding a large bundle of balloons
Tom Lowden | Sep 14, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Tom Lowden | Sep 7, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Tom Lowden | Aug 31, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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A couple working in their kitchen together
Tom Lowden | Aug 30, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Tom Lowden | Aug 4, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Focused young woman shopping online on her laptop
Tom Lowden | Jul 29, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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A teenager holding a yellow and blue longboard talking to her friend
Tom Lowden | Jul 20, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Grandparents with grandchildren.
Tom Lowden | Jul 13, 2022

Protect the Lifetime Income Value of Your Assets with Longevity Insurance

Insurance
Annuity
The 2015 Retirement Confidence Survey revealed that only 24% of today’s workers are very confident that they will have enough money to live comfortably
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Contact Info

P: 416-707-3803
E: karen@lowdenclear.ca

     

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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