Guiding you along your financial journey
Even the most feisty and frugal of us can have a hard time feeling fabulous when it comes to our savings. Research shows that investing is one area where women tend to lack confidence. In an international study of women’s opinions, the financial services industry was the one line of business they were most dissatisfied with. In regard to investments […]
Faizal Valli’s Tax Tips and Traps If you haven’t yet filed your 2015 taxes, or if you’re looking for a summary of the recently announced federal budget, check out this 30 minute podcast featuring Faizal Valli, CPA, CA. Have a tax question that wasn’t covered here? Let us know in the comments or connect with Faizal directly on LinkedIn. […]
This is a guest post written by Robb Engen at Boomer&Echo. Robb is a fee-only advisor and he blogs about Canadian personal finance and investing at Boomer & Echo. Reach him at robbengen@gmail.com How can you decide which online financial advisor is right for you? An online financial advisor, or what the financial media and investment industry call a […]
You might already be an expert on saving money when it comes to your own purchases. But if you and your partner are becoming parents for the first time, you likely need a little guidance on how to save money on purchases for your baby. Take Advantage of Coupons & Samples Many manufacturers give hospitals samples or coupons for […]
Taking control of your cash flow Once you’ve developed a plan for paying down your debt, you need to organize your cash flow so that you actually make your payments, cover your bills, and have enough for groceries. Thanks to the plethora of “free” bank accounts available in the world, it’s easy to set up a working program that requires […]
“Debt.” Does the word make you want to curl up into fetal position and cry? If so, you’re not alone. We carry a lot of shame about poor money management. The number of people who come to us, as financial planners, with their heads low and whisper about how badly they’ve messed it up is ridiculous. Feeling shame, and hiding […]
There’s a lot of debate about exactly how big the gender wage gap is, and the causes of it, but it undeniably does exist. Total Income: Men and Women in Canada Source: Statistics Canada. Table 202-0407 – Income of individuals, by sex, age group and income source, 2011 constant dollars, annual Many people incorrectly believe that women earn less […]
International Women’s Day is March 8th, and to celebrate, we’ve got Financial Planners Julia Chung and Sandi Martin weighing in on issues that affect women in financial matters. But don’t let the title fool you: these are not “women’s issues” so much as they are people issues, and in many cases, economic issues. And even if you have a Y […]
