Written by Njideka Harris-Eze, Education Consultant, FMA, CIM, RRC, CFP

At T.E. Wealth, we facilitate hundreds of seminars and client meetings every year and one thing that always resonates with me is the common question, Am I on track financially? There’s a simple way to find out.

I’m talking about a basic tool that’s been around for ages that anyone can use – the net worth statement. This is the bedrock of financial planning and it can help you do more than just plan for retirement. It’s also a great way to ensure you’re staying on track with your other short or long-term financial goals.

The net worth statement will vary in complexity based on a person’s financial situation, but a basic one looks something like this:

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It’s hard to believe that T.E. Wealth is celebrating its 42nd holiday season. Harder still to believe, is that several of our clients have been with us through many or most of these years. Here’s to you, clients old and new, for inspiring us to grow and challenge ourselves daily. We wish all of you health and happiness in the coming year and beyond.

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Modern Family, the Emmy-award winning television comedy, has one and chances are that, in your circle of family and friends, you have one too. Blended families, created either through remarriage or co-habitation after the death of a spouse, divorce or the dissolution of a common-law arrangement, are on the rise. According to Statistics Canada, 12.6% …

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Media & Press

via The Globe and Mail | December 5, 2014

When they moved back to Canada from the United States last year, Pamela and Alex found they needed a whole new financial plan. She is 47, he is 50. They have two children, ages 9 and 13.

They both work in music education, bringing in a combined $171,360 a year before tax including fees from private teaching.

“We are trying to get a handle on how we’re doing,” Alex writes in an e-mail, “specifically, what we’re not doing that we should be doing.” They know they need to set aside money for their children’s higher education immediately, “but we’re new to the system and we don’t know where to begin or how much we should be putting away each month.”

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