Minding Money Blog

Minding Money: Lara's Insights

A financial newsletter and blog in the Comox Valley

I'm glad you're here - being on this page means you want to learn more about how your financial choices can impact your quality of life.

I have been passionate about the importance of financial literacy since I started in this industry 20 years ago.  Minding Money is a quarterly newsletter I started for my friends and clients to address common questions when it comes to wealth and retirement planning and talk about the latest news in the investment industry.

If you would like each issue of Minding Money emailed or mailed to you, please send me an email.  On this blog I'll post a link to the PDF versions, as well as links to financial market and strategy opinion pieces by RBC Wealth Management professionals.

If you have any questions about anything you read here, please get in touch!

Latest Newsletter

 Fall 2025

In this edition:

• Dr. Tom Deans "Every Family's Business" Thursday November 6th
• Are you overlooking the tax-free opportunity?
• A tax-efficient withdrawal strategy
• Year-end checklist

Dear Lara, 

‘Dear Lara’ articles appear in our local paper, ‘The Record’ and community magazines like ‘Crown Isle Magazine’. 

When Did You Last Review Your Registered Plan Beneficiaries?

Maximizing Your Future Benefits: Why OAS Timing Matters

Your Home Is Not A Retirement Plan

The Largest Wealth Transfer in History

Business Succession Planning

Dear Surprised

Dear Unsure

Time is the Investor's greatest ally

Dear Spendthrift

Dear Ahead

Dear Searching

Dear Planning for Pets

Dear Grieving

Dear Year End Planner

Dear Mindful Giving

Dear Art

Dear Glass

Dear Will

Dear Set it & Forget it

Dear Feeling

Dear Strategist

Dear Musing

Dear Thankless

Dear Glazed

Dear Devoted

Dear Overwhelmed

Dear Seeking

Dear Emotional