Categories: 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
Life After Work: Planning for and Living in Retirement
By Jenny Reimer, CFP® Director, Financial Planning Our co-founder and CEO, Karin Mizgala, was recently invited to speak at an event hosted by Steadyhand Investment Management. In this webinar, Karin and another leading independent financial planner, Jason Heath discuss questions … Continue reading
Posted in Financial Planning, Retirement savings
Things to Consider When Deciding When to Take CPP and OAS
By Noel D’Souza, P.Eng, CFP® Introduction You’ve worked long and hard in Canada for years, quite possibly several decades, and now the finish line is in sight. Retirement. That Holy Grail. Just one minor thing: How are you going to … Continue reading
Posted in Financial Literacy, Financial Planning, Retirement savings
Aging Parents – Reversing the Roles
by Karin Mizgala MBA, CFP® I’m not sure when it happened, but several years ago I realized that the tables were turning in my relationship with my parents. Although still extremely healthy and vibrant at the age of 70, my … Continue reading
Posted in Financial Planning, Relationship to money
