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Blog

Hand holding a large bundle of balloons
Brian Barsness | Sep 19, 2022

What to Do With with a Sudden Windfall

Finance
wealth
lottery
Retirement
Investments
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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Brian Barsness | Mar 15, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Brian Barsness | Mar 15, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Elderly woman and grandchild having dinner together
Brian Barsness | Mar 15, 2022

The Difference Between Old Age Security and The Canada Pension Plan

Retirement
You may be familiar with some of the federal retirement programs available, but do you really know the differences between them?
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