by Joseph Francis | Nov 21, 2017 | Budget Boss, Budgeting, Budgets, Diversification, Diversify, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Fixed Income, Inflation Protection, Investing, Investment Strategy, Joseph James Francis, Money, Wealth, Wealth Building
Tuesday, November 21, 2017 The Name is Bond, Municipal Bond: Fixed Income Explained You wouldn’t believe how many people I have helped open investment accounts who had no idea what they were previously invested in. This is troubling to me on many levels. True... 
by Joseph Francis | Nov 20, 2017 | Bonds, Budget Boss, Budgeting, Budgets, Dow Jones, ETF's, Exchange Traded Funds, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Investment Strategy, Investments, Joseph James Francis, Money, Mutual Funds, Net Worth, Retirement, Retirement Planning, Saving Money, Stock Exchange, Stocks, Uncategorized, Wealth Building, Wealth Planning
Monday, November 20, 2017 Taking Stock: Market 101 Have you ever watched Business News Network or CNN Money during the day? It can get somewhat confusing when they go off on market capitalization, initial public offerings, options, PE Ratios, and every other term that... 
by Joseph Francis | Nov 17, 2017 | Budget Boss, Budgeting, Budgets, Debt, Emergency Funds, Emergency Savings, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Goal Setting, Goal-Oriented Planning, Investing, Investment Strategy, Joseph James Francis, Money, Net Worth, Old Age Security, Registered Retirement Savings Plan, Retirement, Retirement Planning, RRSP, RRSP versus TFSA, Saving, Saving Money, Tax Effieciency, TFSA, Wealth, Wealth Building, Wealth Planning
Friday, November 17, 2017 9 Keys to Retirement Planning Wealth is such a subjective topic. We all have different ideas of what being wealthy is. Some people want a mansion on the rich side of town. I personally would rather a nice condo right downtown. Some want the... 
by Joseph Francis | Nov 14, 2017 | Budget Boss, Budgeting, Budgets, Debt, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Goal Setting, Investing, Investment Strategy, Investments, Joseph James Francis, Money, Retirement Planning, Saving, Saving Money, Tax-Free Savings Account, TFSA, Wealth, Wealth Building, Wealth Planning
Tuesday, November 14, 2017 How to Successfully Build Wealth: 5 Tips There is no magic secret to building wealth. It a slow and steady process that favors patient individuals. This makes it difficult to understand for those of us who live in the fast-paced world of... 
by Joseph Francis | Nov 13, 2017 | Budget Boss, Budgeting, Budgets, Emergency Funds, Emergency Savings, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Goal Setting, Investing, Investment Strategy, Joseph James Francis, Money, Net Worth, Saving, Saving Money, Wealth, Wealth Building, Wealth Planning
Monday, November 13, 2017 How Much Money Should I Be Saving? In order to build wealth, you must save money, there are no ways around it. This leads me to the most common question I get asked as an advisor. Most people have no clue as to how much they should be putting... 
by Joseph Francis | Nov 10, 2017 | Baby Boomers, Budget Boss, Budgeting, Budgets, Debt, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Health, Financial Independece, Financial Plan, Financial Planner, Investing, Investment Strategy, Investments, Joseph James Francis, Life Insurance, Money, Retirement, Retirement Planning, Saving, Saving Money
Friday, November 10, 2017 Changing Demographics: The Baby Boom Gap As the Baby Boomer generation ages into retirement, it will have a profound effect on our economic situation. Baby Boomers, those born between 1946 and 1964, have already begun to retire with the... 