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Our #1 FREE RETIREMENT NEWSLETTER
*Privacy policy: we hate SPAM and promise to keep your email address safe.
Inheritance conversations with siblings can be difficult. We (hopefully) often think about our own estate planning that we do with our financial advisors…but have you also considered the conversations with family about it all? And what about the conversations you inevitably need to have with your siblings around your…
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This week on Heart of Our Money talks, I’m digging into something that confuses a lot of people – how financial product fees work. I know you might be thinking, “Didn’t she do this episode already?” Nope. that was on how your advisor is paid – product fees are totally…
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Many people think about estate planning as something to do in retirement, not something we consider in our 30s or 40s. But if something happens to you or your partner earlier on in life, it’s important to have plans in place. In my latest podcast, I am joined by my…
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Cottage life is one of those things that lots of us dream about and want to make happen. Whether it’s buying a place of our own or renting something for a few weeks at a time, being on the water and away from the hustle of everyday life to make…
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Booking your annual post-tax financial planning meeting is really important. Why, you ask? Well, because it gives your financial advisor a chance to look over your full return (yes you MUST take your full tax returns to these meetings, not just the one-pager) so they can give you advice for…
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It’s that time again, financial folks! Time for another episode of The Heart of Your Money. This week I’m diving into a bit of an emotional topic – inheritance. They can be life-changing but also often come with a whole whack-load of emotions like grief and confusion about what to…
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Did you know that the age you decide to start drawing from the Canadian Pension Plan and Old Age Security (I HATE that name) actually makes a big difference in terms of the tax you’ll pay and how much you receive? It’s true…yes, you can apply for these benefits when…
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What would it mean to you if you could take back some time in your week by getting rid of some of those tasks that you hate…like grocery shopping, cooking or cleaning your house? I know a lot of the time we tend to be frugal and save money by…
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Spring is the perfect time to do some cleaning and decluttering. Purge the closets, get rid of the stuff that is sitting around collecting dust…and declutter your finances. I know people don’t think about that last one when they think of spring cleaning. But I gotta tell you…it feels great…
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Retirement planning is complicated enough with having to try to navigate discovering your vision. Then there comes the added layer if you are planning with a partner and aligning both of your visions. It’s no surprise that this can trip couples up sometimes when they’re not on the same page….
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