In the Press
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Read the article featuring Annie Kvick:
“Is a reverse mortgage right for you?” -
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“How retirees can continue living their best life when investments have taken a hit” -
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“Borrowing to invest makes sense for few people amid market volatility, experts say” -
Annie Kvick featured in David Astin’s new book:
“The Sleep Easy Retirement Guide” -
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“Can this couple retire at age 59?” -
Read the article featuring Annie Kvick:
“Go beyond the numbers of retirement planning” -
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“To conquer debt, get out of your head and create a written financial plan” -
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“Is cashing in investments to pay off debt ‘financially stupid’?” -
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“Here’s the Real Cost of Retirement Happiness” -
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“High Income Earner Drowning in Debt” -
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“6 times when a GIC is a smart investment choice” -
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“The Cost of Retirement Happiness” -
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“How Much You Really Need to Retire” -
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“How to Transition to Retirement” -
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“Ask the Experts: RRSPs in COVID” -
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“Two retired couples, two different budgets: How much are they spending?” -
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“Back to School: What is an RESP?” -
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“Two single women, two different budgets: What do their retirements look like?” -
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“Frugal Living Not Required” -
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“Single Retirees: The Power of One” -
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“Mortgage overload: The dark side of the boom” -
Read the article featuring Annie Kvick:
“The RRSP guide for investors in their 30s” -
Read the article featuring Annie Kvick:
“The RRSP guide for investors in their 50s and 60s” -
Read the article featuring Annie Kvick:
“The changing face of retirement in Canada” -
Read the article featuring Annie Kvick:
“Our deepest (sneakiest) money secrets” -
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“Wal-Mart Wills: Should You Trust Estate Planning to a Big Box Store?” -
Read the article featuring Annie Kvick:
“How to save for university at any age” -
Read the article featuring Annie Kvick:
“How Canadians Tackled Debt in 2013” -
Read the article featuring Annie Kvick:
“How to Pay Off Debt and Save For the Future” -
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“Make the Most of Sudden Windfall” -
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“How to Fund a Family Vacation” -
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“How to Pay for Your Kids’ Education” -
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“Skating on Thin Ice: The Story of a Single Dad” -
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“How to Achieve Financial Success as a Single Mom” -
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“Working Their Way Back from Debt” -
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“Suddenly alone and grieving, widows and divorcees face financial confusion” -
Read the article featuring Annie Kvick:
“Are Reverse Mortgages a Good Idea for Retirees?” -
Read the article featuring Annie Kvick:
“Hey millennials, it’s never too early to jump into RRSPs” -
Read the article featuring Annie Kvick:
“Ahead of RRSP deadline, a financial priority list for Gen Xers” -
Read the article featuring Annie Kvick:
“BC Woman Repaid $26,000 Student Debt Load in 15 Months by Tree-Planting” -
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“How parents can help their offspring enter the housing market” -
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“School’s out forever: How to avoid RESP penalties if your child quits university” -
Read the article featuring Annie Kvick:
“How to Make ‘Worktirement’ Work (This Ain’t Your Daddy’s Freedom 55)” -
Read the article featuring Annie Kvick:
“Regional debt and saving advice for Canadians” -
Read the article featuring Annie Kvick:
“Expert talks money, savings on RRSP deadline”
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Categories: Budgeting and Cash Flow
Maintain Marital Bliss by Following These 5 Money Management Principles
By Melanie Buffel, B.A. Psych, MBA Candidate Marriages suffer when there is financial stress. Sometimes they fail. In Canada, where the divorce rate is 48%, money issues are often cited as a contributing factor in a relationship’s downfall. But there … Continue reading
6 Proven Ways to Teach Kids about Money
Where did you learn about money? From school, from your parents, from a life of hard knocks?! Well, you as a parent are the most influential teacher your child will ever have, and specifically the mom when it comes to … Continue reading
Don’t give-up on retirement yet! Ten ways to get started…
By Steve Bridge, BA (Hons.), FPSC Level 1TM We know it can be daunting to take those first steps in planning for your retirement and it often seems easier to put it off for another day. But the earlier you … Continue reading
5 Steps to Getting Financially Unstuck
By Melanie Buffel, BA Psych, MBA Candidate Does your financial situation feel like an immovable object – something that cannot be moved and is keeping you from making progress towards your goals? The situation might feel entrenched, even hopeless. The … Continue reading
Records Retention – How Long Should I Keep My Paperwork?
By Steve Bridge, BA (Hons.), FPSC Level 1® Certificant in Financial Planning With the Canada Revenue Agency (CRA) 2016 personal income tax deadline fast approaching, you are probably working overtime to get all of the forms and documents accounted for … Continue reading
Pension Plans and Retirement: Should You Be Worried?
By Julie Langevin, CPA, CA With the Federal government tabling their 2016 budget recently, we should all be aware of the challenges facing Canada’s pension system. The fact that Justin Trudeau’s Liberal government reduced the age of eligibility for Old … Continue reading
September is a great time to check-in with your financial goals
No matter how many years it’s been since we’ve tossed a graduation cap in the air, the back-to-school energy of September motivates many of us to re-commit to moving forward in our lives; making it the perfect time to check-in … Continue reading
5 Ways to Save Money at the Holidays
By Sheila Walkington, BBA, CFP® According to a recent article in The Toronto Star, on average, Canadians will each spend $885 on Christmas this year and that’s down $68 from last year. That’s a lot of money. But at this time … Continue reading
Five reasons budgets fail
The majority of our clients make a very good income, yet many find themselves struggling to get ahead financially. Time and again one of the first things we’re asked is; what am I doing wrong? Most have tried to stick … Continue reading