3 Critical Questions to Help You Achieve Your Financial Goals
Do you know what your financial goals are? Do you understand how much money you make each month, or what your net worth is? If not, then it’s time that you started thinking about financial planning. It’s never too early nor too late to start financial planning in order to achieve financial success. In this […]
Building an Impact Business
Do you want to make a difference with your business? Many businesses today focus on profits and don’t often consider their impact on the world. What if there was a better way? What if your successful business could also make a positive impact on the community and your team? Impact businesses are doing amazing things. […]
Avoid These Estate Planning Mistakes (Part 2)
Join us for part 2 of our conversation with Colin Ritchie where we talk about common estate planning mistakes. In this episode the specific issues we will be discussing includes: Not enough clear instructions in the will Not properly dealing with life insurance policies or larger registered plans Not enough tax and succession planning Not […]
Avoid These Estate Planning Mistakes (Part 1)
Do you want your estate planning to be done right? Estate planning deals with how we want our life’s work to be honored and transitioned to the people or causes we love. Unfortunately there are many mistakes that could potentially undo our legacy. In this episode of the WealthSmarts podcast, Richard and Matt are joined […]
How to Build Financial Confidence
Financial confidence is the key to achieving your goals. The process to develop financial confidence starts with having a clear idea of what you want from your finances in the future. In this blog post, we will discuss how to create financial goals that work for you and learn about the steps needed to reach […]
Pay Yourself First: The Solution to Saving for Your Future
How often do you set financial goals for yourself? Do you have a financial plan in place to start saving for retirement, or are you waiting until the end of the month to see how much money is left over before deciding what to do with it? If this sounds like you, then your future […]
Why You Should Take the Media With a Grain of Salt
The media can be a powerful tool in shaping our opinions and beliefs. Financial planning and investing are important topics, but the information out there is often contradictory and confusing. It is hard to know what you should believe when it seems like everything has been said about the subject already. Luckily, we are here […]
How to Achieve Your Financial Dreams
Most people work for goals that don’t matter to them. Financial planning is critical to a successful life, yet many people never do it. Financial planning can be confusing and overwhelming at first, but it’s not as difficult as you might think once you follow a process. This post will discuss how to achieve financial […]
Do You Know How All the Pieces of Your Retirement Fit Together?
Growing up, I have fond memories of time spent with my father Richard making trips to Ikea for furniture. Imagine a young, curious boy who was amazed by the shelves in the warehouse full of neatly packaged furniture. That was never where the fun ended. Once we brought our boxes home, there was the joyous […]
The Big Obstacles to Investing in an RRSP
Do You Hate RRSPs? You’re Not Alone. The RRSP is one of the most important tools in your financial plan. However, there are a number of obstacles that prevent many Canadians from using this powerful tool to their advantage. If you have any of these objections, you’re not alone! In this post we break down […]
Protect Your Legacy: Get a Plan
You have worked too hard to have your entire legacy destroyed due to lack of a plan. Without a proper estate plan, your family could end up paying a lot of taxes and fighting over your assets. Estate planning can be overwhelming, but it is an essential step in preserving your financial future and the […]
Insurance to Protect Your Family and Goals if the Worst Happens.
It can be hard to think about the future when so much is happening in the present. But what will happen if life throws a curve ball your way? Personal insurance can help protect yourself and those around you from financial catastrophe. Life insurance ensures that there’s a plan for income replacement, mortgage or rent […]
Canadians are Worrying About Retirement. Here’s What to Do
Retirement is a time when people can finally relax and enjoy their lives. Unfortunately, many Canadians are running out of money in retirement and are worried about the future. It is important that Canadians take steps now to ensure they have the proper retirement plan in place. Planning for your financial future does not need […]
A Comprehensive Financial Plan: You Need One to be On Track
Financial plans are important to reach your goals. The problem is that many Canadians do not have one, or they don’t know if their plan is working for them. A comprehensive financial plan will help you set clear financial goals and develop strategies to achieve these goals. A comprehensive financial plan can be the difference […]
What Gratitude Means to Us
There is a phrase that we use a lot in our family: “We stand on the shoulder of giants.” To us it means that so many people came before us and by their blood, sweat, tears, and sacrifices we are here today. This all comes down to the principle of gratitude. The biggest enemy working […]
