Are You Frugal or a Miser?
Whether we’re saving for retirement, a home or to create a substantial nest egg, most of us are busy putting money away toward a...
Money SOS: Emergency Fund Basics
An emergency fund is the least sexy of all the financial planning topics. However, knowing that your financial obligations will be covered for a...
Hurray for Mediocrity! Why Aiming for Average is a Winning Strategy
If you haven’t watched the Netflix series “Dead to Me”, I recommend giving it a spin. It’s about the unlikely friendship between two women,...
Pay Off Debts or Invest? How to Solve this Dilemma
Mortgage, car loan, line of credit? Many Canadians have household debt— as much as $2 trillion in 2017, according to the Bank of Canada—three-quarters...
Sweet Charity–How to Give Well
Giving to charity feels good—and it’s one more step to making the world a better place. There’s a tax benefit to giving, too: A...
Small Changes Mean Big Savings
It may not seem like much – maybe you’re paying a $15 monthly bank fee, $50 for a subscription of boxed beauty samples, but...
Financial Planner or Portfolio Manager— How to Choose the Right One
For the past 17 years, I’ve been a certified financial planning professional (CFP). During all that time, I’ve been explaining to people what I...
How to Feng Shui Your Finances in 2019
Feng Shui is an ancient Chinese philosophy based on the belief that chi (or energy) is the life force that flows within and around everything....
A 30-minute Investment That Pays All Year
Have you ever stuck to a New Year’s resolution? Me neither. It doesn’t take long for the best of intentions to get side-tracked by...