Search Results for: find advisor
5 Investment Strategy Tips for the Soon-To-Be Retired
By Karin Mizgala, Co-Founder and CEO Money Coaches Canada It’s not uncommon for folks approaching retirement to think that retirement planning is finally behind them. They’ve put in the years of saving and investing; now it’s time to Google hotels … Continue reading
Posted in Investing, Money Coaching, Retirement savings
Second Time Around? 5 Things You Need to Know about Marriage and Money
By Karin Mizgala, Co-Founder and CEO Money Coaches Canada Almost thirty-five per cent of married Canadians are married for the second or even third time. And while it would be nice to believe that the experience of divorce improves chances … Continue reading
Money Makeover – How Thomas and Emily Funded Their Retirement Sooner Than They Thought Possible.
By Money Coaches Canada Meet Emily and Thomas Irish born Thomas and American Emily, have worked in three different countries throughout their careers. They currently live in Alberta, where Thomas, age 56, is employed with a large non-profit organization … Continue reading
Posted in Money Coaching
Daniel Evans, BSc. CLU® CFP®
When Daniel graduated with a degree in math and economics, he was determined to succeed in the world of finance. He joined a large wealth management firm, built a successful practice, and rose quickly through the ranks to a management position. During this time, he continued his education and earned the Chartered Life Underwriter and Certified Financial Planner designations. Continue reading
Retirement Game Plan for the Self-Employed
By Karin Mizgala, Co-Founder and CEO Money Coaches Canada More Canadians than ever before are choosing self-employment. According to Statistics Canada, the current number is 2.8 million. Many more—maybe you—hope to start a business in the coming years. It’s not … Continue reading
Posted in Money Coaching
Sleep Better at Night with the Investment Report Card
You know that a sound investment strategy is crucial to financial success, and you’re willing to pay an advisor for their advice and expertise. But how much should you pay? And how do you know if they are doing a … Continue reading
Posted in Investing
Your Money Map Coaching Program
How to Create a Financial Framework that Helps You Achieve Your Ideal Life and Business Being self-employed or owning a business isn’t easy for women. After all, you’re juggling so much already: your career, your family, your health, your … Continue reading
Five Steps to Setting Your New Year’s Financial Resolutions
By Sheila Walkington, Co-founder and CFO Money Coaches Canada A new year has begun, and after weeks of holiday spending, many of us are ready to pull-up our socks and create new financial habits. Maybe we resolve to lower our … Continue reading
Posted in For your information, Money Coaching, Relationship to money
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
