Categories: Financial Planning
What You Need To Know About Filing Your 2023 Taxes
By Jenny Reimer, CFP®, CIM COO and Director, Financial Planning Spring is around the corner, and along with the warmer weather comes tax season. This month, we would like to highlight a few changes to be aware of and share … Continue reading
Posted in Financial Planning, taxes
Congratulations to Jenny Reimer,
our new COO!
We are very pleased to announce that Jenny Reimer, Director of Financial Planning at Money Coaches Canada, has taken on the additional role of Chief Operating Officer (COO). Jenny has more than twenty years of experience in the financial services … Continue reading
Posted in Financial Planning
Five Tips for a Financial Fresh Start in 2024
By Sheila Walkington, BBA, CFP® The new year is a great time to reflect on the past and look forward to the future, both personally and financially. Here are five tips for kicking off 2024 with a financial fresh start:
Posted in Financial Planning
The Challenge of Important, Not Urgent
By Noel D’Souza, CFP® Director, Communications “You cannot escape the responsibility of tomorrow by evading it today.” ― Abraham Lincoln We live busy lives. We’re pulled in so many different directions, sometimes it’s a wonder how we manage to get … Continue reading
Posted in Financial Planning
The Value of Financial Advice
By Jenny Reimer, CIM, CFP® Director, Financial Planning We’ve all seen the commercials and maybe even read an article that attempts to measure the value of financial advice. Simply put, most people who work with an advisor build more wealth … Continue reading
Posted in Financial Planning
What You Need To Know About Filing Your 2022 Taxes
By Jenny Reimer, CFP® Director, Financial Planning Spring is around the corner, and along with the warmer weather comes tax season. This month, we would like to highlight a few changes to be aware of and share some helpful tips … Continue reading
Posted in Financial Planning, taxes
Workcation: 5 Things you need to Know when Living and Working on the Road
By Karin Mizgala, CFP® Co-founder and CEO Money Coaches Canada To say that my husband Wayne and I are quite different is an understatement. He’s an artist and I’m a financial planner. Say no more! However, the one thing we … Continue reading
Posted in Financial Planning, Working on the road
The Secret to Financial Happiness in Challenging Times
By Karin Mizgala, CFP® Co-founder and CEO Money Coaches Canada The end of a year is often a time for reflection. What are we thankful for? What challenges did we face last year? What do we want from the coming … Continue reading
Posted in Financial Planning, Money Coaching, Relationship to money
A Surprising Challenge in Retirement: Spending What you Worked so Hard to Save
By Jenny Reimer, CFP® Director, Financial Planning Making the psychological shift from saver to spender can be surprisingly difficult for many new retirees. We often meet with clients who are hesitant to draw down their investments and who feel overwhelmed … Continue reading
Posted in Financial Planning, Retirement savings
