Topic: Financial Planning

3 Tips to Creating a Positive Money Message

  I feel as though I have started late in life with attempting to share a healthy relationship with money with my daughters. I never truly began my own journey to my money story until my marriage was ending. In the early years (okay, including the present moment as well), I have made parenting mistakes… Read more »

End of year tax updates you need to know

2016 -end of year tax updates you need to know It has been a whirlwind of tax changes so I have put together a short video that shares the end of year tax updates that you need to know by Dec 31st.         Principle Residence Exemption The Principal Residence rules allow every… Read more »

Retirement Planning-5 Facts that No One Told You About

Many people think about their retirement often and most begin their retirement planning way before they are close to retirement age.  However, some people only consider how much money they need in their RSP’s or pension when discussing their retirement plans.  There is so much more that you need to know and to consider. Here… Read more »

Estate Planning Eliminate Your Fears And Doubts

Death and Taxes Benjamin Franklin once claimed there are two things in life that you can’t avoid: death and taxes. In the case of those people who die without a will and proper estate planning, the saying can easily be changed to:  death and more taxes. The wise Benjamin Franklin also once said, “By failing… Read more »

What I Wish Everyone Knew About Retirement Planning

We are introducing a new tool that we think you will really appreciate called The Retireability Score.  Find out What I Wish Everyone Knew About Retirement Planning.   The Retireability Score is an online questionnaire that will take 10 – 15 minutes to complete. It will help you answer your retirement ready questions. When you’re done, click finish and you… Read more »

More Than Financial Planning

Amidst all of the US election noise and the financial market speculations that will come in the following days, I want to share with you a positive and uplifting note, something to take our minds off of the news and media blitz that we have been bombarded with. This month I want to share with… Read more »