By Karin Mizgala, BA Psyc, MBA, CFP®
January is almost over. One month down, and eleven to go. How are your financial New Year’s resolutions holding up in 2019?
I hope you are doing better financially, and that you are feeling confident and in-control of your financial future. That’s a lot to ask of just 31 days, but maybe you ‘took the bull by the horns’ and made the necessary steps to change your relationship with money.
If not, and money is a source of worry for you, please read on.
We’ve found that one of the biggest reasons why individuals do not follow through on their financial resolutions is that they don’t have a clear sense of what financial success means. The other reason is that it’s just not easy to do what it takes to be good with money in the complex and fast-paced culture in which we live.
For many clients, we’ve seen that success comes from a deeper understanding of where they stand with money, emotionally and financially, developing concise and attainable goals, getting organized and implementing a manageable plan to move forward.
Of course, it takes less effort to hope that a windfall will suddenly appear. But wouldn’t it be nice to finally feel in control of your money once and for all – on your own terms? Continue reading
Canadians have a reputation for being polite. Maybe that’s why for years we’ve put up with investment fees that were confusing, often hidden, and higher than necessary.
By some estimates, over the next 30 years, $50 trillion will transfer from the baby boomer generation to the millennials. The biggest transfer of wealth ever, and that’s just North America. Joel, a baby boomer himself, sees the potential for, in his words, “an economy that serves both people and planet.”
We are just over the half-way point for 2018 – 50% of the year is in the rear-view mirror. How are your financial New Year’s resolutions holding up? Distant memory? If that’s the case, please read on because we can help.
