Tag Archives: financial advice

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

How Much Do You Need to Retire?

By Steve Bridge, BA (Hons.), CFP®  Retirement, or financial independence, ranks as one of people’s top financial goals. We’re currently in the midst of “RRSP Season”, and many Canadians are giving at least a passing thought to their eventual retirement. … Continue reading

Posted in Budgeting and Cash Flow, Retirement savings

Why Financial Literacy Isn’t Enough 

By Karin Mizgala, Co-Founder and CEO of Money Coaches Canada November is financial literacy month, and this year is its 10th anniversary. Interesting timing with COVID-19 raging in our midst and financial well-being feels more precarious than ever before.  There are … Continue reading

Posted in Financial Literacy, Relationship to money

7 Stages of Financial Well-Being® – Where do you stand?

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 … Continue reading

Posted in 7 Stages of Financial Well-Being®, Money Coaching, Relationship to money

Book Review: Findependence Day by Jonathan Chevreau

The editor of MoneySense magazine has written another book called Findependence Day: How to achieve Financial Independence — while you’re still young enough to enjoy it. This time it’s a financial novel telling a story, instead of the usual factual … Continue reading

Posted in Book Reviews

Success Story: Frank and Alison – finding a way forward and rebuilding trust

(The following story is used by permission and the clients names have been changed for privacy) In 2012 Frank and Alison had a combined income of $175,000 yet found themselves arguing about the purchase of raspberries. When they realized financial … Continue reading

Posted in Debt, Money Coaching, Relationship to money, Success Stories

UNSTUCK: How to get out of your money rut and start living the life you want

A REAL NEW YEAR’S GIFT At this time of year, no matter how much we try not to….it’s hard not to get caught up in holiday madness. December is a time where merchants and retailers are vying for your nickel. … Continue reading

Posted in Book Reviews, Budgeting and Cash Flow, Debt, Money Coaching

The confusing world of financial advice – part 2

By Sheila Walkington The financial planning advice industry has largely focused on clients who have money to invest. But where do you turn if you need guidance and advice on how to better manage your day to day finances, start … Continue reading

Posted in Investing, Money Coaching

The confusing world of financial advice – part 1

By Karin Mizgala Looking for a financial advisor, but baffled by who to trust, what they do and how they get paid?  You’re not alone. With the increasing complexity of the financial landscape, high debt levels and the stomach turning … Continue reading

Posted in Investing, Money Coaching