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Michael Caldwell

June 20, 2017

Debating & Delaying CPP

My last few blogs have been very personal, and I want to thank you for reading. One of my goals when I started this newsletter was …

April 15, 2017

Happy Life Expectancy Day!

Recently, we were having a family discussion on age and when you are at the peak for certain things. We were sitting around the table after …

February 22, 2017

The Good, the Bad and the Ugly

My last real blog post was in October and a lot has happened since then, to me personally and in the world. And then of course, …

November 10, 2016

Michael’s Bookshelf

Once a month, I share a book recommendation. In this post, I keep a running list of all the books I’ve mentioned in my blogs, so you …

October 18, 2016

Will I be Okay?

Considering the US presidential race and climate change predictions, this could be a pretty existential question. But in my line of work, I most often hear …

 
September 14, 2016

Live Long and Prosper

In June I attended the largest conference of Financial Advisors which was being hosted by the city of Vancouver. This was my 9th consecutive year of …

 
August 10, 2016

Building a Sustainable Family Legacy, Part 2

I’m back with a continuation of a previous post. If you haven’t already read my first post on Family Legacy, have a read, it might help …

 
July 14, 2016

Scary Markets: The Brexit Edition (aka “The sky is falling!”)

On Friday June 24th 2016 the financial markets fell into panic as if the world were coming to an end. It seems every year CNN, BNN, …

 
June 14, 2016

Heroes, Big and Small

I mentioned when I first started my newsletters that I wanted to share more than just financial advice. This month I’ve decided to tell you a …

 
May 10, 2016

The Company Retreat and Audacious Goals

Okay, before you read this please be aware that it might be a little, or a lot, boring. After all, what can you say about going …