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Have you been stressed during budget conversations? Are you anxious at the grocery store checkout when you hear the total? Do you seem to be buying more and more stuff to make yourself feel better about everything? Kids pick up on these things, and ...

In honour of Father’s Day, I want to pause, huddle up the dads out there, and give us men a quick pep talk. We have a massive opportunity to impact our children’s lives, for better or worse. I have three incredible boys, and I want to do everything ...

Dear Dave, Is it okay to combine finances with someone and start working on a budget before you marry them? I just got engaged, and we’ve been talking about the idea of getting a head start on our finances together. AUTUMN Dear Autumn, First, congrat...

Dear Dave, A good friend of mine passed away recently. In his will, he left me a couple of items and some money, and I’d like to share the money with my son. He is 25, and a good kid, but he is still impulsive with his finances. Do you have any advic...

May 20 was “Be a Millionaire Day” in the United States. I know, it might be a strange thing to bring up at a time like this, when the economy is limping along thanks to the coronavirus shutdown. But I disagree. In fact, it’s more important than ever ...

Dear Dave, I feel truly blessed. Even with everything that is going on these days, I still have a steady job and a good income. I’m thinking about taking some money out of my savings account in order to completely pay off my credit card debt. How do ...

These are unprecedented times, you guys. There’s sad news everywhere you look, so I want to give you some hope today. Let’s talk about one thing that can help your specific situation right now, no matter where you’re at with your finances — an emerge...

As of mid-April, about 95 per cent of Americans — or 306 million people — were placed under a stay-at-home order to stop the spread of the coronavirus. This means that in a matter of days we’d been thrown into the largest work-from-home experiment in...

Dear Dave, I’m debt-free except for my home, and it is all because I started following your plan four years ago. I’m even on track to pay off my mortgage in eight years. With all the scary economic news out there, I’d love to talk to my family about ...

This is the final part in a series of articles provided by Chartered Financial Analysts Society Bermuda, offering some timely guidance on aspects of financial literacy during these challenging times and the second part of an article on understanding ...