Category: Financial Planning
Episode 2 – How Financial Advisors Are Compensated
How financial advisors are compensated matters. How does yours get paid? The way a financial professional makes their money may affect the quality of service they give, or the products they encourage you to invest in. Someone might appear to be offering free financial advice since you never see the…
Episode 1 – You Can’t Do This Alone
Our circles of people who are in our corner are so important – whether it’s your friend circle, family or financial. Oh wait, have you ever thought about your financial circle? It’s that group of people who you look to for guidance, help you feel confident with your money and…
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),…
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…
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…
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…
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….
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…
