Go Ahead, Spend Your Tax Refund

Go Ahead, Spend Your Tax Refund

Ah, spring. The time of year when flowers bloom, birds sing, and the entire internet starts yelling at you for getting a tax refund or – even worse – getting a tax refund and then spending it. The horror. The conventional wisdom goes something like this:... read more
UPDATED: Canadian Investment Fee Calculator

UPDATED: Canadian Investment Fee Calculator

Welcome to the investment fee calculator, built to compare the cost of investing across Canada with online portfolio management companies like Nest Wealth, Justwealth, WealthBar, Steadyhand, Wealthsimple, BMO SmartFolio, Invisor, ModernAdvisor, and Portfolio IQ. (For... read more
Now What?

Now What?

Hi Sandi I know you are often looking for article ideas and I’m wondering if you would feel in the mood to write something to motivate folks who are doing okay, have a plan, no debt,….but need to avoid the temptation to go into debt (aka buy a cottage).... read more
What I Want For You In 2016

What I Want For You In 2016

Last year, what I wanted most for you was clarity, remember? How would your life be better if you were absolutely clear about what you want your life to look like, the resources you have or will have at your disposal, and the obstacles that you’ll have to get over,... read more
Distressingly Common Investment Advice

Distressingly Common Investment Advice

I was recently part of a presentation for financial advisors, put on by someone whose work I respect (and who I imagine probably would not have said this if he had had more time to think about it). Just before the end, this came out of his mouth: Words I just heard!... read more
I’m 22…do I need a financial planner?

I’m 22…do I need a financial planner?

Hi Sandi, I am a 22-year-old and just starting my career. Do I need a financial planner and is talking to a financial advisor at the bank the same thing as talking to a financial planner?  Thank you, Denise — Hi Denise, You know, you have an enormous opportunity... read more
If You’ve Ever Tried and Failed at Budgeting

If You’ve Ever Tried and Failed at Budgeting

If you’ve ever tried and failed at budgeting, or if you’ve never tried at all because it sounds so hard and boring, this post is for you. Those of you with a budgeting system that works and that you possibly even love and want to have babies with are... read more
Why Budgets Don’t Work (The Real Reason)

Why Budgets Don’t Work (The Real Reason)

Helaine Olen, author of Pound Foolish: The Dark Side of Personal Finance, says in an article for Slate that budgets don’t work because hardly anyone’s income is predictable and somehow the government is to blame. That budgets- in fact – “offer... read more

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