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Compounding Interest: Mental Wealth Multiplied

Insights and intelligence on financial planning and wellness for individuals and business owners, the psychology of money habits, savings and budgeting, retirement and tax optimization — and much more.

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As a financial planner with over 14 years of experience, I’ve worked with couples navigating the emotional and financial complexities of divorce. I’ve seen firsthand

Creating a financial plan is essential for anyone looking to achieve financial stability and success. A well-structured financial plan helps you set clear goals, manage

We carry powerful stories about what shapes us into who we are, what gives us strength and resilience, and what gets us up every morning

Once upon a time in Canada—okay, right now—about 50% of us are losing sleep over our finances. According to FP Canada (2024), money worries are

Intro When it comes to managing your money, many people look to fee-for-service or fee-only financial planners for guidance. Having a good financial advisor is

Intro In today’s fast-paced world, achieving financial well-being can sometimes feel like an elusive goal, especially for millennials. With competing financial demands and a myriad

As you approach retirement, it’s essential to have a solid plan in place to ensure a smooth transition into this new phase of life. One

When it comes to retirement planning, one of the key decisions many individuals face is whether to cash out their pension or take pension monthly

Introduction When it comes to managing your finances, having the right financial advisor can make all the difference. The right advisor not only helps you

When discussing life insurance, one of the most frequently debated topics is the comparison between permanent and term life insurance. While many insurance agents advocate

When it comes to managing our finances, we often rely on the expertise of banks and financial institutions or turn to independent financial planners. Both