Helpful site

September 29th, 2007 The Underwriter Posted in Publications No Comments »

Update: July 17, 2009: This site is no longer there; sorry for the inconvenience.

I took a look at a fairly new site the other day. It was one of those friend of a friend type things and so I wasn’t expecting it to be anything more than a possible blogroll link. But as I worked my way around the site I discovered that this guy is not only experienced in his subject matter, which is financial planning for ordinary people like us, but he writes in a easy-to-understand manner.

There were a couple of things that came together to remind me that this friend lives and works in Canada. Some of the financial documents mentioned were noted by their Canadian names (I think). But the information is clear and I signed up for the newsletter, expecting that the advice I get on a regular basis might help us with our daily budgeting as well as our long-term investing concerns.

There’s no question that the economy is suddenly changing, but to what? Inflation? Recession? Doom and gloom? I personally feel that anyone who wants to learn the basics and can pay attention to trends, cycles and the predictable flurry of media nonsense can keep their money mostly intact and grow their savings to reflect their own goals.

I don’t know if you have room for another newsletter in your life, but this Free Financial Advice one is probably going to be more valuable to you in the long run than most things you sign for today.

Here’s the link: Free Financial Advice

  • Share/Bookmark
AddThis Social Bookmark Button

Resource materials

July 13th, 2005 The Underwriter Posted in Ask The Underwriter, Publications No Comments »

I added a page of books, articles and magazines yesterday. There have been a dozen requests and most of the search terms bringing you here are about training, so I tried to oblige.

Here’s the page

Interesting find – at Amazon you can buy and download relevant magazine articles. There are a few on my list. When I needed to absorb everything I could about underwriting, that feature was not there and I couldn’t afford the price of the MBNA magazine.

  • Share/Bookmark
AddThis Social Bookmark Button