Category: Financial Planning

  • What a Piggy Bank Just Won’t Do

    What a Piggy Bank Just Won’t Do

    You’ve reached a point in life where your job is going well, and you find yourself not only out of debt, but with some room for savings. You might start wondering, where should I put this money that will not only be safe for the future, but also grow? That’s when you’ll probably start hearing…

  • Moving On Up!

    Moving On Up!

    Life is constantly changing from your career to your family as we climb up the ladder of life. With these life changes, your current home may no longer be working for you. Whether you’re cramped in your tiny apartment or have a little one on the way, it may be time to look at moving…

  • The Mortgage Financing Process

    The Mortgage Financing Process

    The number one question for any potential homebuyer or someone new to the mortgage process is “what does this process entail?”. The following is a simple outline to give you an idea of the process and help you understand what to expect as you embark on your home buying journey!

  • How to Create a Portfolio for the Long Run

    How to Create a Portfolio for the Long Run

    The concept of investing is no longer just for the wealthy; nearly everyone has one form or another of investments tucked away somewhere. Even some newborns come into this world with investments!

  • Truth Bombs: The Reality of  Mortgage Penalties

    Truth Bombs: The Reality of Mortgage Penalties

    When it comes to mortgages, rates aren’t the only thing that matters. With approximately 6 out of 10 mortgages being broken within the first 3 years, it is important to understand the reality of mortgage penalties.

  • Credit Card Debt is Your Worst Financial Enemy

    Credit Card Debt is Your Worst Financial Enemy

    A credit card account is tempting as you can get whatever you want on credit as long as it is within your limit. But if you’re not careful, it can turn into a problem.

  • How To Build An Effective Financial Plan

    How To Build An Effective Financial Plan

    Set Your Goals A financial plan is about managing what you have in the best possible way, to help you achieve savings and retirement goals. Therefore, it is good to outline what you are saving for. You should be exact on why you have a plan and why you are saving for it.

  • 5 Ways to Reach Your Retirement Goals

    5 Ways to Reach Your Retirement Goals

    Reaching Your Retirement Goals Retirement – finally you get the chance to tap into your nestegg and enjoy the next phase of your life. You can make it, with the right plan.

  • How to Find The Right Financial Advisor

    How to Find The Right Financial Advisor

    A financial plan is a strategy to help you attain your life goals. With a financial plan, you can effectively manage your cashflow and other recurring financial responsibilities with the aim of putting you in a better financial position to attain your set financial goals. A good financial plan should include provisions for your debts,…

  • Shopping for Life Insurance? Here’s Two Videos That You Need to Watch.

    See How Life Insurance Helped Henry & Stacy. CBC Marketplace: In Denial