This couple is trying to reconcile competing financial goals

Stephanie Douglas is in The Globe & Mail this week giving some advice to a couple trying figure out how to manage supporting their kids and having enough leftover to achieve their dream retirement.

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Investing in your 60s—and beyond

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With life expectancy increasing, Stephanie comments on how best to adjust your financial plans for your future beyond late retirement.

Stocks are soaring. Is it time for an autumn harvest?

Stephanie recently shared some tips with The Globe & Mail on strategies for personal investing. Click here to read the article

“The choice to sell or reduce the position should be the same no matter your preparedness for retirement,” she says. “Think of investing from an asset allocation point of view. Your equity portfolio should not be used as a bank account. The equity portion of your portfolio should not be the funds that you are drawing on in the short term.”