Lessons from the Trail This past weekend, our team was proud to volunteer at the T’Railway Trek Half Marathon, cheering on runners and helping keep them hydrated along the course. Watching hundreds of runners take on the challenge was a reminder that running and financial planning have more in common than most people realize. Neither …
As parents, we spend years preparing for it, yet somehow we’re never quite ready when it happens. I still remember the first days of school, the activities, the lessons, the concerts, the sports, and all the little milestones that once seemed so far away. Looking back, it’s hard to believe how quickly those years passed. …
A few years back, the national media shared a story of a Saskatchewan couple who incurred a near million dollar medical bill when their baby girl arrived pre-maturely, crashing their Hawaiian vacation. Turns out, this little one’s arrival was not covered by the family’s travel insurance and they are now responsible for raising both the …
As parents, occasionally we get lucky and our children actually learn the lesson we were trying to teach them. Such was the case a few years ago, when my son was about to turn 6. The latest installment of Shrek was about to hit theatres and my boy had his sights set on a Movie …
I had never seen anyone cry like that before. Streams of salty sadness poured down his face. His body remained completely still, drained of every ounce of its strength. It was as if all energy had left him, but the tears just wouldn’t stop. His eyes anguished, lost and frightened. His heart visibly broken. My …
In this final installation of our “Love and Money” series, we tackle the debt debate. Let’s talk about debt, baby! If you thought discussing income and assets was difficult, nothing shuts a person up faster than asking them about their debt. Especially the debts they can’t easily justify, like credit card balances and those “no …
Last time on “Love and Money,” we witnessed the turmoil of one woman, desperate to plan for the future but unwilling to ask her partner the tough questions. We acknowledged and honoured the money child in each of us. We hashed out some things to consider when having “the talk” and we brainstormed some ways …
We’re thrilled to announce that Lupin Planning Group has been awarded Platinum in the Financial Advisor category of CommunityVotes St. John’s 2025! This recognition means so much to us because it comes directly from you; our incredible clients, peers, and community members who took the time to vote. Your continued trust and support remind us …
Summer is the season of “I do’s.” Vows, first dances, champagne toasts… and the not-so-romantic questions like, “Do we share a bank account now?” Love may sweep us off our feet, but money can plant us firmly back on the ground. Turns out there are so many sides to the money merger debate, it could …
From the Blog Archives. Originally published Sept 2014. If January is all about resolutions, September is all about education. And not just for the kids. In the span of a week, I’ve had two clients in my office seeking financial advice on going back to school. Both are currently employed in well-paying and – by …
My oldest child turned 19 this month. I am not sure how this happened as I have not aged a day since he was born. Queue laughter from the audience! All joking aside, while my son is still very much “a dependent”, his eventual flight from the nest has me thinking a lot lately about …
If 2020 has taught us one thing, it is to be prepared for the unexpected. Before the world (and the economy) went into lock down, “risk” was just a word for many of us. Since then, it has become a part of our daily reality. The term “essential worker” has also emerged as a concept …