Tag Archives: Financial Plan

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

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


How to Make the Most of Your Inheritance

By Janet Gray, B.A., B.Admin, CFP®, CHS, EPC, CPCA Waiting for an inheritance is not a solid financial plan. But the fact is, Stats Canada reports that the total net worth of Canadians 65 or older is $2.30-billion, and much of … Continue reading

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


Top 5 money challenges small business owners face

By Charmaine Huber, Money Coach Most people who start a business don’t do it for the sole purpose of making money. There are much easier ways to make money than to build a business. At the risk of sounding too … Continue reading

Posted in Money Coaching


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


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


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


From chaos to clarity – getting financially organized

It’s time to put the knowledge you have about yourself and your money into action. It’s up to you to take the appropriate, conscious action to take charge of your money, get your financial house in order, and start living … Continue reading

Posted in Budgeting and Cash Flow, Relationship to money


What’s your giving plan?

A critical part of a good financial plan is understanding your cash flow needs, now and in the future. How much income do you need to live the life you want? Making ends meet can be tough, especially early in … Continue reading

Posted in Budgeting and Cash Flow, Relationship to money