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What do you picture when you hear the word retirement? You might have a vague plan of travelling around the country visiting grandkids. Or maybe you long for the day when you’ve saved up enough money to quit a job you hate. Some of you might feel an...

Dear Dave, I’ve heard lots of different theories and recommendations when it comes to paying off debt. Why do you advise paying off debts from smallest to largest? Marlee Dear Marlee, A lot of people wonder the same thing when I bring up the debt sno...

As a teen, Shane English benefited from living in a financially literate household, but he realises that isn’t necessarily the norm in Bermuda. Mr English, an investment review analyst at Lombard Odier, says it can be difficult for some people to dis...

In the second part of an article to mark World Investor Week, Robert Stammers, director, investor education, at the CFA Institute, looks at more of the common mistakes investors make. 11, Not knowing the true performance of your investments It is...

This week is World Investor Week, which aims to promote financial literacy around the world. The global inititaive, spearheaded by the International Organisation of Securities Commissions and the World Federation of Exchanges, is led in Bermuda by th...

The Olderhood Group, a life transition consulting and coaching company, has launched its new Retirement Planning Advisory Service. Olderhood describes the service as “a personal yet private boutique counselling solution to educate and prepare island ...

Dear Dave, I know you talk about having an emergency fund of three to six months of expenses set aside. My husband and I are having a difficult time agreeing on exactly how much we should set aside for emergencies. How do you determine the exact amou...

Dear Dave, My husband and I are in our 30s. We have $15,000 in debt spread across student loans, credit cards, and a car payment. We make decent money, and we’ve each got around $50,000 in our pension plans. What steps can we take towards becoming go...

Dear Dave, My two brothers-in-law and I have been thinking about going into business together as a side project in the real estate world. One of them is an architect and licensed general contractor, one has a successful painting business, and I’m a c...

Dear Dave, I’ll be graduating from college in December, and I’ll have a job waiting for me that pays $50,000 a year. This will bring our household income up to about $95,000. The problem is we’ve got $18,000 in student loan debt, $2,500 in credit car...