Bill Clunas

Balanced Money * Balanced Life - Helping business owners and professionals find the balance between living for today and saving for tomorrow.

[Bill Clunas @BillClunas]

Wouldn't you like to have a 25th hour in your day? Adopting this habit can help you make the most of your hours and minutes. https://t.co/qRWgZprDXM

[Bill Clunas @BillClunas]

As often happens in the early buildout of a new technology, a fierce argument is raging about whether the AI spending boom is a rational investment or a speculative bubble.
The answer, very likely, is… both. https://t.co/kfkRBigHTr

[Bill Clunas @BillClunas]

Why SEO costs $500 to $10,000 a month, and how to budget without overpaying. https://t.co/eMpeVcgiv0

[Bill Clunas @BillClunas]

Retiring soon? Congratulations. It's a good time to take some risk out of your portfolio. https://t.co/EQP8QpbKaD

[Bill Clunas @BillClunas]

Happiness in retirement often hinges on a retiree finding purpose, being flexible and enjoying relationships. https://t.co/zsXyD5IS6b

[Bill Clunas @BillClunas]

Failing to talk with heirs, properly diversify investments, or learn to enjoy their wealth are common client behaviors that advisors try to correct. https://t.co/jCJdNFiiRa

[Bill Clunas @BillClunas]

It's been a surprisingly cool summer on the inflation front, but there are still macro forces lurking that could cause the Fed to leave interest rates higher for long. https://t.co/sbVDHxmSI4

[Bill Clunas @BillClunas]

Long-short tax harvesting is a winning strategy for the rich. It’s less certain for everyone else. What to watch out for. https://t.co/BvsHjeWeiQ

[Bill Clunas @BillClunas]

Here are six strategic moves that separate scalable businesses from ones that stall. https://t.co/F7uOJy1AhI

[Bill Clunas @BillClunas]

Most founders don't survive year three because they keep leading the company they started instead of the one they built. Here's how to shift your calendar, your team and your decision-making before the board decides for you. https://t.co/D1iBsgXxjh

[Bill Clunas @BillClunas]

CPP and OAS cover basic living costs for many seniors, but rarely much beyond that. https://t.co/Hu4ADe2Mwl

[Bill Clunas @BillClunas]

Here are some different approaches and when they will or won’t work. https://t.co/PZKHNcFeu3

[Bill Clunas @BillClunas]

The CFA Institute’s Mona Naqvi says the investment profession is ‘moving from information stewardship to intelligence stewardship’. https://t.co/G81q59Dc1F

[Bill Clunas @BillClunas]

Four ways sophisticated swindlers are duping Canadians – and what you can do to protect yourself. https://t.co/QfWB352rlJ

[Bill Clunas @BillClunas]

Miyamoto Musashi’s timeless principles highlight how the modern executive can sharpen their perception, improve their health, and build the capacity to lead. https://t.co/7obqoq5No4

[Bill Clunas @BillClunas]

Nearly one in four Canadians say they or a family member fell victim to a scam in the past year. Here's why fraud is getting harder to detect. https://t.co/dWvTxrWQRS

[Bill Clunas @BillClunas]

A research‑driven checklist of three Money & Happiness Green Zones to help you gauge retirement readiness and potentially find your next best financial move. https://t.co/KnOmk7VwXr

[Bill Clunas @BillClunas]

You spend years planning for retirement, and once you're there it feels different than you expected. What's wrong? Likely nothing - but here's why it might feel off. https://t.co/eZe4CdJ8IA

[Bill Clunas @BillClunas]

Neuroscientists say your brain lights up on revenge the same way it does on drugs. Only forgiveness can turn it off. Here is a 6-step forgiveness rehearsal. https://t.co/2ItqhEsRKy

[Bill Clunas @BillClunas]

Markets are no longer pricing risk the old way. Diversify and hedge are no long sufficient—there is also endurance risk. Here's what that means for your portfolio https://t.co/q4Jy5ykQng