Tag Archives: Financial Planning
Seven Ways to De-stress about Money
By Sheila Walkington, BBA, CFP® Everyone experiences stress as a natural reaction to certain events or circumstances. The severity of the reaction will, of course vary from individual to individual. For example, some love the sound of thunder while others … Continue reading
Posted in Money Coaching, Relationship to money
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
Don’t Let Short-Term Events Impact Your Long-Term Investing Success
By Anthony Larsen, BAS, CFP® Investment success can be reduced to four simple words: buy low, sell high; just as diet success can be boiled down to: eat less, move more. So why aren’t we all wealthy and in stellar health? … Continue reading
Posted in Investing, Money Coaching, Retirement savings
End Financial Avoidance and Reclaim Your Power Today
By Sheila Walkington, co-founder and CFO Money Coaches Canada Most people procrastinate from time to time, it’s human nature to put off tasks we believe to be unpleasant or time consuming. But the habitual putting off of our responsibilities, … Continue reading
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
Why the short answer may not be right answer
By Alison Stafford, CFP® Money questions often appear straight forward, for example: should I pay down my mortgage or contribute to an RSP? But rarely, if ever, is one decision about money not impacted or influenced by your complete financial situation. … 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
Money Coaches in Conversation – What you should understand about fees and financial advice
Recently Money Coaches Canada co-founder Karin Mizgala sat down with Money Coach Noel D’Souza to discuss the changing landscape of financial advice in Canada. Karin: As someone in the financial industry, it’s very common to be asked by people outside the industry, … Continue reading
Meet our Money Coach: Annie Kvick
For many Canadians, taking charge of their finances feels like being asked to scale a mountain. They may feel overwhelmed, intimidated, or afraid of making a misstep that sends them tumbling financially backwards. Money Coach Annie Kvick, knows what it … Continue reading
Posted in Meet Our Money Coaches, Money Coaching, Retirement savings
4 ways to banish your retirement planning fears
By Annie Kvick, BEd, CFP How do you feel when you hear the word retirement? If you are like many Canadians, the word sends pangs of guilt and discomfort through your mind and a fluttery nervous sensation through your stomach. … Continue reading
Posted in Relationship to money, Retirement savings
