Tag Archives: Financial Plan
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
How to Make the Most of Your Inheritance
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
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
Aging Parents – Reversing the Roles
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
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?
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
A Financial Plan is a Roadmap
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
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?
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
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
