Category: Financial Planning

Life insurance is a necessary part of financial planning—no matter your age. But it’s not always easy to understand what benefits can be gained from paying into a life insurance policy from a young age. In this episode, I discuss the three benefits of purchasing life insurance for your young…

Are you a retiree? Do you want to be? If so, there’s something important that you need to know: saving money isn’t just for before you retire. It’s also important after you’ve retired and are living off your savings! That’s because it’s essential to have extra savings buckets in place….

Is semi-retirement right for you? We’ve all heard the stories of those who retire at a young age and never have to work again. But what about the rest of us? How do we decide what kind of retirement plan is the best plan for our future? In this episode,…

It’s no secret that inflation and rising costs are making it more difficult for people to save for retirement. But how does this impact your plans? The effects are vast, and they’re not going away anytime soon. It’s essential to understand how these changes are impacting your retirement plans so…

Do you know what to do in a bear market? Maybe you’re feeling like you’re missing out on the opportunity to invest and make money. Maybe you’ve been waiting for the perfect time to jump on the market, but it’s not happening. I’ve got some advice for you: don’t change…

Have you heard about the Tax-Free First Home Savings Account? It’s a new plan that will help first-time home buyers save for purchasing their first home! Whether you’re… – A Teenager looking to get ahead – A parent looking to help out your children – Hoping to buy a home…

Whether you like it or not, you’re retirement could come sooner than anticipated! Health Family Relationships They can all have an effect on your retirement plan. And because I don’t want anyone to have an unpleasant retirement, this week on the Heart of Your Money Podcast, I’ll be talking about…

Ever heard of the Sandwich Generation? It refers to those who are in the position of looking after their elderly parents and their children. Maybe you’re creeping up to it, or perhaps you’re already there. Either way, it’s not an easy position to be in, but let me tell you, there…

Wondering how your financial can help with your finances? Well, it starts with asking this question: Do you feel supported by your financial advisor? And I don’t just mean financially! 💰 A great advisor is someone who takes into consideration your… Career dynamics Family dynamics Emotional dynamics You are so…

  So, your investments are tanking, and you’ve had the urge to sell them? Let’s re-think that!  There are a lot of factors contributing to a particularly volatile market right now, which can make for a scary situation. Luckily, I’ve got a few pieces of advice I want to share…