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Dear Dave, I’ve been trying to get my sister and her husband on your plan, but they’re hesitant to try living on a budget. They make good money, and both of them think doing a budget every month would be too difficult and take too much time. Do you h...

If this year has taught us anything, it’s how to be resourceful in both life and business. So many people have had to learn new skills and really dig in to how they can keep their businesses up and running (and the doors open). But what happens when ...

It has been more than a year since we last visited the question of annoying financial clichés. I recently asked the Twitterati their least favourite finance phrases, and I was shocked at the overwhelming response. Why does this matter? Useless financ...

Let’s talk about generational wealth. When you hear that term, you might picture “old money” or a huge fortune that gets passed down through the family line and think, “but my family never had that kind of money”. How could I ever build that kind of ...

Dear Dave, I’m having a hard time saving money. Do you have any practical advice for saving when you have an average income? ­— Nikki Dear Nikki, One thing I’ve learned over the years is that people only start saving money when they learn healthy mo...

Have you ever felt overwhelmed? We all have at some point in our lives, especially when we’re faced with the unknown, something we can’t control, or a season of life when our to-do list seems never ending. Wait, isn’t that every season? Let’s be hone...

Dear Dave, With Covid-19 and all the resulting economic problems, do you have any advice for what a young person can do to prepare for the future? ­— Kyle Dear Kyle, Regardless of the coronavirus or any economic situation that might arise, there are...

CFA Society Bermuda, in partnership with Bermuda College, is to offer a four-session series on building financial literacy. The course, which was first offered last year and which comes under the College’s Professional and Career Education division, ...

Your first few days at a new job can be an emotional experience. You’re excited about the possibilities, but a little nervous about starting a new chapter in your career. There’s pressure to perform, and the expectation to achieve great things. There...

If you have a college-bound teen, you’re probably both a little stressed out right now. And your teen might even be feeling downright sad if their college plans aren’t shaping up the way they’d hoped because of the pandemic. That’s okay. Change can b...