General Financial Planning

The idea of making 'a plan' has been overemphasized. Everyone supposedly needs one, correct? "My advisor insisted I must have a plan...

Advice only planners see many different types of clients. One of the things that I love most about what I do is the ability to switch...

I knew that we had done something right, when she started crying. Do I normally want to make my prospective clients cry? Of course I...

Believe it or not, I didn't always envision having a personal finance career. In fact, my degree is in the life sciences - I majored in...

Most individuals saving for their child's post-secondary education will do a standard deposit up to $2,500 per child per year to get the...

Many Americans or Canadians that have spent the past number of years in the U.S. assume that navigating the mortgage landscape in Canada...

A cross border financial planner can be a great way to ensure that your finances are managed optimally and that you are on track to reach...

Estate planning and distribution of investments. Most parents want to ensure that they treat their kids as fairly as possible. But what...

"...for richer or for poorer, til death do us part". I had a really interesting conversation this weekend on marriage. With so many of...

It's time - finally time! - to hang up your heels, to put away your tie, and to venture into the land of the unknown. RETIREMENT! These...

There are one-too many tax credits and deductions that we are responsible for knowing (and knowing what applies to us!) at tax time. What...

The daily Starbucks coffee (or insert hipster coffee shop here) brings joy to so many people. Even my husband and I eagerly look forward...

I know it's scary. What is a relationship really, but two or more people learning to trust each other, trust IN each other, and have...

You're busy on the weekends - grocery shopping, home repairs, lawn mowing, kid minding. Have you thought about how to tidy up your own...