Blog

Whether the past year has been everything you’ve dreamed of or a struggle to reach your goals, it’s important to reflect on your experiences.  Taking the time to sort and...

What Are Capital Gains? Capital gains are the profits you make from selling capital property such as real estate, stocks, business assets, units of a mutual fund, or land.  You...

Were you taught that debt is bad and that you should pay it off as soon as possible?  While being debt free feels liberating and powerful, you need to be...

How can you determine how much you need for your retirement? The answer depends. There’s no one size fits all with retirement planning because everyone’s vision for the future is...

A proper financial plan will address every aspect of your financial picture, but something that is often not properly addressed is personal debt. If you’re not using debt to your...

Financial planning for business owners involves making the most of the unique benefits that come with owning a corporation.  Owning a business opens up more opportunities to grow your wealth,...

Owning real estate is on the mind of many business owners. A question that comes up regularly is, “should I own my rental property inside my holding company instead of...

As a successful business owner, having a personalized cash flow plan allows you to spend money on things that bring you joy freely. There won’t be any guilt about spending...

Is money something you avoid talking about in your relationship? Open and honest communication is an essential part of every relationship, especially when managing finances in your relationship.  Money is...