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Ask The Right Questions

Often in life we fail to acknowledge our ability to make choices and steer our own ship: be it at work, in personal and family endeavours and managing our finances. It's easier to give power to outside sources--blaming the markets and pace and nature of our world for our affairs--than to actually stop and consider what influence we exert over these things.

Taking the path of least resistance is easy, but far less fulfilling than designing your own destiny. So this spring, carve out some time and consider whether you are on a chosen course or simply drifting with the tides. Achieving personal and financial freedom is all about setting goals and finding the resources within yourself to realize them. Here are some principles to consider on your quest:

Pay Yourself First

Cash/debt management

Asset allocation

Investment strategies

Managing for the years ahead

Tax & estate planning