Tag Archives: Karin Mizgala
7 Stages of Financial Well-Being® – Where do you stand?
By Karin Mizgala, BA Psyc, MBA, CFP® January is almost over. One month down, and eleven to go. How are your financial New Year’s resolutions holding up in 2019? I hope you are doing better financially, and that you are … Continue reading
Investment Fees Matter… More Than You Think
By Karin Mizgala, Co-Founder and CEO Money Coaches Canada Canadians have a reputation for being polite. Maybe that’s why for years we’ve put up with investment fees that were confusing, often hidden, and higher than necessary. But polite doesn’t necessarily … Continue reading
Posted in Financial Literacy, Investing, Money Coaching, Retirement savings
How You Approach Investing Should Evolve as You Age – Part Two
By Karin Mizgala, CEO and Co-founder, Money Coaches Canada In part one of this post, I wrote about financial and investment considerations for those in their 20s. If you read that article, you may remember that I mentioned time as being one … Continue reading
Posted in Ask Your Money Coach, Investing, Money Coaching, Retirement savings
The Clean Money Revolution; Rethinking Money’s Impact on the World
By Karin Mizgala, C0-Founder and CEO Money Coaches Canada Much is written about money; usually its prescriptive advice for making more. However, in The Clean Money Revolution: reinventing power, purpose, and capitalism,—Joel Solomon wants us to think about the impact our … Continue reading
Posted in Book Reviews, Relationship to money
How Your Approach to Investing Should Evolve as You Age – Part One
by Karin Mizgala, CEO and Co-founder, Money Coaches Canada Life is busy, but most of us make time for tasks, big and small, that we consider essential: an annual medical check-up, one or two dental cleanings, oil changes for the … Continue reading
Posted in Investing, Money Coaching, Relationship to money
How to Manage Your Inheritance
By Karin Mizgala, Co-Founder and CEO Money Coaches Canada Canada is on the verge of a colossal transfer of wealth from one generation to the next. Baby Boomers are expected to inherit roughly $750 billion by 2026; the largest shift of … Continue reading
Posted in Ask Your Money Coach, Will & Estate Planning
Women, Money and Power: How Times are Changing for the Better
By Karin Mizgala, Co-Founder and CEO Money Coaches Canada On March 8th, we celebrated International Women’s Day (IWD), a global day recognizing the social, economic, cultural and political achievements of women. But IWD is about more than one day; the theme … Continue reading
Posted in Financial Literacy, Investing, Relationship to money
Exchange Traded Funds: Everything You Wanted to Know But Were Afraid to Ask
By Karin Mizgala, Co-Founder and CEO Money Coaches Canada Most Canadians are very familiar with mutual funds. In simple terms, a mutual fund is made up of a collection of individual stocks, bonds or other securities carefully chosen by a fund … Continue reading
Posted in Financial Literacy, For your information, Investing
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 Fed Up with Paying High Fees; Should I Manage My Own Portfolio?
By Karin Mizgala, Co-Founder and CEO It’s been over a year since the Canadian Securities Administrators (CSA) implemented phase 2 of the Client Relationship Model, known as CRM2. If you have investments, you will have received two reports in 2017; the … Continue reading
Posted in Investing, Money Coaching, Retirement savings
