Category: Financial Planning

  With the markets going up every year, children are turning to their parents for help with buying their first home. Are you considering helping out your children, but wonder what that will look like? There are a few ways to do it. You can… Co-sign Assist with the down-payment…

  So, you’re about to retire and you’re thinking about what your health benefits plan will look like.  The plan you choose ultimately depends on your needs! Do you need… Drug coverage? Dental? Eyecare? The current plan you have through your employer may be great. But it’s always a good…

  When it comes to investing, there’s A LOT that needs to be considered. Think about these questions… – How are you picking what companies to invest in? – Have you seen their financial statements? – Will they weather the storms of inflation, stock market crashes, etc.? Having a financial…

  Have you been hearing a lot about inflation but aren’t quite sure what it means? Look no further. This week’s podcast is for you! This week I’ll be covering everything inflation, including… – What it is – Who it affects – The best approach to stay on top of…

  Do you have a long retirement bucket list? Maintaining a healthy body and brain going into retirement may allow you to tick more of those boxes! Naturally, our bodies slow down as we age, which is why we want to keep our health in check – so we can…

  There’s more to retirement than just the financials. Timeline plays a huge role as well, and you and your partner need to be on the same page! ⏰ What do I mean by this? When will you retire? Will you and your partner retire at the same time? What…

This week on Heart of Your Money, I’m diving into the nitty-gritty of creating a portfolio that works for YOU! I’ll be discussing… – What assets you should have – Risk-tolerance – The do’s and don’ts of planning – And SO much more! There is no one-size-fits-all approach to retirement,…

Pay off your mortgage early or add to your TFSA? There is no right or wrong answer! The best option for you actually depends on many factors such as… Age Excess spending money Retirement date In episode 49 of the Heart of Your Money podcast, I explain a few different…

Are you tired of hearing retirement myths all the time?! Me too! “You should retire at this age.” “Make sure you’ve saved this much money.” Forget about what he said, she said, and let me do the debunking for you! I’ve compiled the most common retirement myths I’ve heard, and…

If you’re working on your retirement fund, there are a few things you should know about RIFs, or retirement income funds. New term? Don’t worry! Listen to Episode 47 of Your Heart of Money Podcast where I go over: What a RIF is How they work Some tax tips and…