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?” -
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“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” -
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“The RRSP guide for investors in their 30s” -
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“The RRSP guide for investors in their 50s and 60s” -
Read the article featuring Annie Kvick:
“The changing face of retirement in Canada” -
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“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” -
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“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” -
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“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” -
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“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: Relationship to money
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
Cracking your personal money code – the psychology of money
By Karin Mizgala, BA Psyc, MBA, CFP® Prescriptive advice is the staple of magazines and blogs. It’s often presented in easy to read lists with catchy headlines like: How to…. 3 ways to… 7 habits of…. We’ve all seen the format, we even use … Continue reading
4 ways to banish your retirement planning fears
By Annie Kvick, BEd, CFP How do you feel when you hear the word retirement? If you are like many Canadians, the word sends pangs of guilt and discomfort through your mind and a fluttery nervous sensation through your stomach. … Continue reading
The biggest money mystery – Why do I do what I do? (Part two)
By Melanie Buffel, BA Psych, MBA candidate In part one we met Jill, a successful single women in her early 40’s who was laboring under debt and stuck in a pattern of avoidance and confusion with her money. She tried many … Continue reading
The biggest money mystery – why do I do what I do? (Part one)
By Melanie Buffel, BA Psych, MBA candidate Jill is a single woman in her early 40’s. She enjoys her job and has interesting hobbies. She has good friends and family who often remind her how fabulous she is. Her cat … Continue reading
Should you give your kids an allowance?
By Karen Richardson, HBOR Parents often ask me if they should give their children an allowance. The answer is yes! As our children grow and change they will have many different dreams for their future, but whichever path they take … Continue reading
Be the architect of your financial future
By Kathryn Mandelcorn, FMA You are not born with a set of values around money. The blueprint for your financial habits and behaviors is drawn by the experiences and significant people in your past and present. The current state of … Continue reading
Book Review: Stop Over-Thinking Your Money by Preet Banerjee
I’ve met Preet Banerjee in person on several occasions, heard him speak and watched him on TV countless times, and engaged with him on social media. He’s extremely personable, a natural showman, and I get the sense that he really … Continue reading
Six steps to begin your career change
By Karin Mizgala, MBA, CFP There is a popular expression, that’s actually the title of a book published in the 1980’s, “Do what you love and the money will follow.” But my experience as a financial planner and money coach … Continue reading