Category: Financial Planning

Want to live an expansive life in retirement? There are so many ways you can have a great life in retirement—the kind of retirement you dream of. Some of them do require some forethought and planning, while others do not. To find out what those pieces are and how to…

How to build the wealth you want FASTER. Getting rich overnight would be a dream, but more than likely it’s going to take you some time to build the financial picture of your dreams. But that doesn’t mean there aren’t proven strategies to get you there faster and easier. (In…

Why worry about taxes … … when you can hire someone else to do that? If this statement resonates with you, working with an accountant may be your best bet for filing your taxes. But if your tax filing is uncomplicated and not causing you any grief, you may want…

Don’t get stuck in an endless borrowing cycle.  It can be tempting to take out a loan for your RRSP contribution—but keep in mind that current lending rates are high, and this could lead to a longer borrowing span than you had intended. In this scenario, it’s easy to catch…

The best way to tackle a financial crisis … Is to plan for it before it even happens. That’s the not-so-secret strategy for creating a contingency plan you feel confident about. But where do you start? In the latest podcast episode, I walk through 4 steps you can take right…

Could you be hurting your investment portfolio without even knowing it? The short answer: Yes. The solution? Knowing what habits you should be looking out for and avoiding. I tell you exactly what those are by walking you through five ways you can ruin your investment portfolio in the latest…

  This week, we’re talking about how to prepare financially for January 2023. The end of the year is coming, and it’s time for some financial housekeeping! We’ll be talking about what questions you should be asking yourself while planning for any expenses, planning for any increase or decrease in…

  Traveller insurance is a must for any traveller. If you’re going on a holiday, it’s important to make sure that you have the correct insurance in place. This will ensure that you have all of the necessary covers for your trip and that any accidents or injuries that happen…

  In this episode of Heart of Your Money, I’m going to show you how to use financial planning as a way to take control of your life and make better decisions. We’re talking about how financial planning can help you achieve your goals, whether it’s saving up for a…