The primary theme from the first edition, written in 2007, is that we must always live a balanced life. A frequent tragedy experienced by many people is working and saving for a lifetime but never fully enjoying the fruits of their labor, reaching retirement with substantial financial resources but unable to enjoy retirement due to an unexpected medical condition or death of a spouse. The message throughout the pages is how to live every moment to its fullestdont postpone a dream for tomorrow because it may not come. Learn about investments, the markets, and the economy, plan, and then implement it with the assistance of a professional, and get on with the wonders of life. Work hard toward success and being your best, but not to the extent you are hurting yourself or your loved ones. Live for today! Plan for tomorrow.
Sobre o autor
Robert Montague, CFP, CIM. A Senior Financial Planner in Southwestern Ontario for over 20 years. He provides investment strategies and retirement planning expertise to his clients everyday. More than financial planning, he introduces a unique perspective and personal insights about the meaning of life, money and happiness.
Robert has fulfilled every possible accreditation in the personal financial industry. He is a holder of the Certified financial Planner (CFP) and Chartered Investment Manager (CIM) designations. Robert is also a member of the Financial Planners Standards Council, the Toronto Chartered Financial Analyst Society and the CFA Institute.
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