Category: Financial Planning

That time of year is coming up again you guys…yup. It’s tax time. I hear a lot that people aren’t able to get tax advice from their financial advisors…which is odd to me. So the question is—what should you be able to expect from your financial advisor at tax time?…

I often have people tell me that they think of their home as an asset to consider as part of their retirement planning…which always gives me pause. Yes, it is an asset, but how is that going to ensure you have enough money to get by when you stop working?…

Want to spend life enjoying things like family, friends work, while knowing you’ve taken care of your financial house? Like you’ve cleared all the savings and bill payment clutter from your brain so you have more time to focus on the good stuff? Well then, take the time to put…

A lot of people don’t know there’s a difference between financial advisors and certified financial planners. But the title says it all. One can perhaps advise (but is also possibly trying to meet product sales quotas), and the other is there to plan your future. I don’t know about you,…

  As parents, we always want to protect our kids and make sure they’re okay. We pick them up when they scrape their knees trying to ride a bike and give a stink eye to the other kids who are mean to them on the playground. But at some point…

Trying to figure out whether to put your retirement money into a TFSA or RSP? I know it can be confusing. I get questions on this topic all the time, so I knew I had to do a podcast on it. With the RSP deadline coming up, I knew it…

  We’ve all seen Lifestyles of the Rich and Famous, but have you listened to The Estate Planning of the Rich and Famous yet? Estate planning and leaving a legacy isn’t just for the rich and famous, but I know it can be intimidating and frankly sometimes a bit morbid…

  We’ve all seen Lifestyles of the Rich and Famous, but have you listened to The Estate Planning of the Rich and Famous yet? It’s my latest podcast where I dive into the reasons why having your will and estate plans in order and up to date is so important….

  I don’t know about you but I love when a Financial Planning Myths gets busted …from the moon being made of cheese to that being Trump’s natural skin tone (sorry, I had to do it). But some myths can actually be pretty frightening and really hurt us financially, which…

  A new year is almost here (whew, we made it!) and this is a great time to do a financial checklist to see how you did this year in terms of meeting your goals, paying off debts and figuring out what you want to make happen in the year…