Tag Archives: financial goals

How to Live the Life You Want with the Money You Have

By Sheila Walkington, Co-Founder and CFO There’s a LOT going on in the world right now, and much of it is out of the control of the average person. At times like this, it can be useful – vital even! – … Continue reading

Posted in Budgeting and Cash Flow, Money Coaching, Relationship to money


Top 5 Money Challenges Faced by Small Business Owners

By Val Kumagai, BES, CFP®, Money Coach and Financial Planner Most people who start a business don’t do it for the sole purpose of making money. There are usually much easier ways to earn a living than to build a … Continue reading

Posted in Money Coaching


What to Do with Your Money After Paying Off the Mortgage

By Noel D’Souza, CFP® Director, Communications It has been a long road, but you have finally… FINALLY paid off your mortgage. Congratulations!! Your home is now truly yours. Given the marked rise in interest rates over the last two years … Continue reading

Posted in 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


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


Five Steps to Setting Your New Year’s Financial Resolutions

By Sheila Walkington, Co-founder and CFO Money Coaches Canada A new year has begun, and after weeks of holiday spending, many of us are ready to pull-up our socks and create new financial habits. Maybe we resolve to lower our … Continue reading

Posted in For your information, Money Coaching, Relationship to money


Five Steps To Begin Your Journey to Financial Independence

By Sheila Walkington, Co-founder and CFO Money Coaches Canada I think most people would answer the question, “Would you like to be financially independent?” with a resounding; “Yes, please!” But in many minds, the idea of financial independence is tied … Continue reading

Posted in Money Coaching


September is a great time to check-in with your financial goals

No matter how many years it’s been since we’ve tossed a graduation cap in the air, the back-to-school energy of September motivates many of us to re-commit to moving forward in our lives; making it the perfect time to check-in … Continue reading

Posted in Budgeting and Cash Flow, Money Coaching, Relationship to money


Success Story: Joel and Anna stopped waiting for “someday”

In The Key to Financial Resolutions that Succeed, we wrote about the importance of having a dream that serves as the motivation for your financial goals, but that’s just one side of the coin. Joel and Anna were like many … Continue reading

Posted in Money Coaching, Relationship to money, Success Stories


The power behind the plan

UNSTUCK – How to Get out of Your Money Rut and Start Living the Life you Want by Karin Mizgala and Sheila Walkington (Excerpt from: Chapter 6 – Getting What you Really Want) Dreams and goals have power. When you … Continue reading

Posted in Budgeting and Cash Flow, Relationship to money