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Random Musings

from the mind of a CFP

Financial Kenversations: TFSA - What Can You Invest In? Thumbnail

Financial Kenversations: TFSA - What Can You Invest In?

Financial Kenversations: Having the TFSA called a savings account is a little misleading. Recent studies show that the majority of Canadian have high-interest savings accounts for their TFSA. I'm here to tell you you can invest in ANYTHING. Check out the latest video on TFSA rate of return with Ken. www.kencoombs.ca #TFSA​ #invetsing​ #FinancialKenversations

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3 Strategies that are NOT Financial Plans Thumbnail

3 Strategies that are NOT Financial Plans

Over the last 8 months of talking to clients, I have heard some interesting stories. Some made me happy, a few sad, but last week I had a meeting that confused me. They had a grand plan for how they are going to fund retirement. What follows are 3 "strategies" I've heard over the years from clients describing Financial "Plans."

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The Best Things I Spent Money on in 2020 Thumbnail

The Best Things I Spent Money on in 2020

So, that happened. Every year I look back on the best things I spent money on (2017, 2019). This year, the list could look a little different with additions like hand sanitizer, about 100 face masks, and multiple streaming services, but I want to keep it to the things that got me through 2020.

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[SOLVED] Tough Life Insurance Cases Thumbnail

[SOLVED] Tough Life Insurance Cases

Every time I sit down with a client to discuss their insurance needs, I get a new story. I've been doing this long enough to know that not every insurance application will be approved without a little work. Most times, it's something simple (like if they are a social smoker) but every once in a while, I come across a case that requires a little more than just "Sign here, and here, and here and initial here".

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