Read what the media has to say about Sylvia and her books...

"For those within spitting distance of retirement - early or otherwise - a good hands-on guide to planning it is Finances After 55 ..."

Jonathan Chevreau, Financial Post Columnist

more media quotes...

 

 

 

 

 

 






Wealth Planning Services

Small Business

Individuals


Tax Planning Checklist

A recent study showed that many of us are not only overspending, but have no idea exactly by how much. Make 2009 the year to build up your savings and cut out those mindless spending. Plan to save $2.75 a day (that’s giving up just one take out coffee and snack) and you’ll save $1,000 a year! Look to socking away $5 a day and you’ll end up with $1,825 by year’s end. Those small changes really add up. For more saving ideas, read on to learn how to save $100 a month.

More and more, we're reading or hearing about unsuspecting individuals being scammed from their life savings and hard earned dollars. The problem's been amplified because not only do we have thieves trying to steal from us in our own backyards, we also have to be cautious of scam artists through the long arms of the internet from all over the world. Read on for common sense tips to minimize your chances of being scammed.



Personal Budgeting Kit (2nd edition)
ISBN 1-55180-654-1

More about the "Simple Essential Personal Budgeting Kit"

Do you find yourself living from paycheck to paycheck? Do you wonder why you make a good living and yet have no money left at the end of the month? Do you feel helpless when you try to think about planning for your financial future? Most important, do you feel overwhelmed at the idea of coming up with a personal budgeting plan?

If the answer is yes to any or all of these questions, this kit is for you. It’s a step-by-step guide to help you organize your finances and stay on track financially for the rest of your life.

The national best seller, formerly titled Personal Budgeting Kit is now in a convenient 6" x 9" format. All worksheets, forms, and checklists are included on a CD-ROM for use on a Windows-based PC. This allows you to print out as many copies as needed.

More info...

Did you know that according to statistics, the rate of inflation is different for retiree households than it is for all other households? This is because there are different rates of inflation on various consumables. Retirees spending patterns are also different. They are likely to spend proportionately more on travel, reading materials, utilities and cable subscriptions; and less on alcohol, entertainment and clothing as compared to all other households.

Interviewed by David Aston of MoneySense Magazine, click here to read his recent article on how to catch up with your money plan even if you’re fifty and over. Click here to read the whole article.



Finances After 55
ISBN 1-55180-582-0
More about thebook "Finances After 55"

Make the Transition from Earning a Living to Retirement Living: "Finances After 55" is a book for people who are already retired or who will be retiring in the next decade.

This is not a 'retire rich, stay rich' book. It's a pre-retirement and in-retirement guide that shows readers how to take what they already have saved and manage their money and assets to live a full and successful retired life.

Finances After 55 provides you with all the help, advice, and information you will need to plan for a successful retirement."

More info...