Ms. Loonie Journey, Author at Loonie Journey

Target Date Funds in a company retirement plan

Instead of picking a Target Date Fund that lines up with your retirement date, pick one where the underlying equity/bond allocation fits with your goals.

April 3, 2022 Net Worth

Q1 2022: Financial Goals & Net Worth Update

I’m always excited to update our investment balances and track our net worth at the end of the quarter. It’s a nice milestone to see whether we’re meeting our financials goals.

March 22, 2022 Investing

All about Asset Allocation: Equity & Bond %

Asset allocation is identifying the right mix of stocks, bonds and other assets that balances (1) achieving your investment targets and (2) letting you sleep well at night.

March 14, 2022 Investing / RRSP / TFSA

Investment principles guide us through uncertainty

Write out your investment principles to guide your decisions in times of market uncertainty.

March 10, 2022 Investing / Saving

Unintended financial lessons from war

Money means little when you’re fighting between life or death. My only solace is writing about the small financial lessons that could be gleaned out of a catastrophic war.