Categories: Budgeting and Cash Flow
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
Posted in Budgeting and Cash Flow, Debt, Retirement savings
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
Posted in Budgeting and Cash Flow
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
Posted in Budgeting and Cash Flow
From chaos to clarity – getting financially organized
It’s time to put the knowledge you have about yourself and your money into action. It’s up to you to take the appropriate, conscious action to take charge of your money, get your financial house in order, and start living … Continue reading
Posted in Budgeting and Cash Flow, Relationship to money
