Tag Archives: Financial Plan

Top 5 Money Challenges Faced by Small Business Owners

Posted on: August 13, 2024

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


How to Make the Most of Your Inheritance

Posted on: October 17, 2023

By Janet Gray, B.A., B.Admin, CFP®, EPC, CPCA Waiting for an inheritance is not a solid financial plan, but the fact is in the most recent available Survey of Financial Security (2019) Statistics Canada reported that the total net worth of … Continue reading →

Posted in Ask Your Money Coach, For your information, Money Coaching, Will & Estate Planning


Life After Work: Planning for and Living in Retirement

Posted on: April 20, 2022

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


Aging Parents – Reversing the Roles

Posted on: May 12, 2021

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


I’m Working Really Hard, But Not Getting Ahead. Five Misconceptions Keeping You Stuck

Posted on: January 6, 2021

By Alison Stafford, CFP® How often have you thought—I could get out of debt and save more for retirement, if only I made more money. It appears to make sense; that more money would be the answer to your financial worries. … Continue reading →

Posted in Budgeting and Cash Flow, Debt, Relationship to money


Is Financial Freedom Still Possible?

Posted on: June 17, 2020

By Karin Mizgala, co-founder and CEO Money Coaches Canada COVID-19 has rattled us to the core. It has threatened our health and taken lives. It has damaged our economy and taken livelihoods. It has physically kept us apart, yet we … Continue reading →

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


A Financial Plan is a Roadmap

Posted on: January 10, 2018

In today’s hectic world, most people have neither the time nor the expertise necessary to navigate the financial complexities of modern life. They need help making sense of it all, and would benefit from a comprehensive, thoughtful approach to money … Continue reading →

Posted in Investing, Money Coaching


The Real Secret to Making Smart Investment Decisions

Posted on: March 16, 2016

By Tom Feigs, CFP®, CET As a fee-for-service financial planner it’s not unusual to be approached for a “quick” portfolio review. “Can you just look over my investments?” or “Can you tell me if I’m saving enough?” As much as it’s … Continue reading →

Posted in Investing, Retirement savings


Credit card rewards: perk or pitfall?

Posted on: February 17, 2016

By Karen Richardson, FPSC Level 1TM Certificant in Financial Planning Credit cards, when used carefully, can play a positive role in your financial life. Using credit wisely is critical to building a solid credit history. If you need a loan or … Continue reading →

Posted in Debt, Money Coaching, Relationship to money


Be the architect of your financial future

Posted on: July 23, 2014

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 →

Posted in Money Coaching, Relationship to money