Advice

Advice

Does cash flow planning work without refinancing, or for clients with no debt?

August 16, 2024

By

Stephanie Holmes-Winton

How credit card points programs can induce overspending

July 16, 2024

By

Stephanie Holmes-Winton

How financially agile are your clients?

June 7, 2024

By

Stephanie Holmes-Winton

How to avoid the succession trap

April 30, 2024

By

Stephanie Holmes-Winton

Employee financial wellness programs should be a family affair

February 6, 2023

By

Stephanie Holmes-Winton

Help employees get more from their money this year

January 16, 2023

By

Stephanie Holmes-Winton

Transportation costs are taking a bigger bite out of your employees

November 8, 2022

By

Stephanie Holmes-Winton

3 ways debt management can help your clients build and protect wealth

October 12, 2022

By

Stephanie Holmes-Winton

Employee financial stress can lead to increased health premiums

September 26, 2022

By

Stephanie Holmes-Winton

5 ways a cash flow plan will help your clients afford the insurance they need

September 6, 2022

By

Stephanie Holmes-Winton

When can you stop putting money away for the future?

August 19, 2022

By

Stephanie Holmes-Winton

Show clients how to save and invest more with a cash flow plan

August 8, 2022

By

Stephanie Holmes-Winton

Why your client’s credit health has never been more important

July 5, 2022

By

Stephanie Holmes-Winton

Adjusting cash flow plans when life happens

June 6, 2022

By

Stephanie Holmes-Winton

The broader impact of employee financial stress

April 13, 2022

By

Stephanie Holmes-Winton

Measuring and tracking client financial health

April 4, 2022

By

Stephanie Holmes-Winton

Getting out of your own way when planning for retirement

March 21, 2022

By

Stephanie Holmes-Winton

Using committed cash flow to project more accurate retirement income needs

March 7, 2022

By

Stephanie Holmes-Winton

10 signs you need a behavioural cash flow plan

January 21, 2022

By

Stephanie Holmes-Winton

6 strategies to add cash flow planning to your practice

January 6, 2022

By

Stephanie Holmes-Winton

Smarter spending for Halifax

September 14, 2021

By

Stephanie Holmes-Winton

Certified Cash Flow Specialist 2.0 (Updated April 2024)

April 29, 2021

By

Stephanie Holmes-Winton

Credit cards 101: What are credit cards and how do they work?

June 19, 2020

By

Hyder Owainati, Content Writer at Ratehub.ca

Managing cash flow in a crisis

May 15, 2020

By

Office Hours FAQ: Helping clients manage cash flow disruptions

April 1, 2020

By

Panic buying, stockpiling and financial stress during COVID-19

March 19, 2020

By

The gap between financial literacy and capability

March 6, 2020

By

Stephanie Holmes-Winton

Shaping your children’s money mindset

February 21, 2020

By

Better lending for everyone

February 10, 2020

By

Stephanie Holmes-Winton

Meet CacheFlo

January 31, 2020

By

Stephanie Holmes-Winton

Five things your financial plan needs to succeed

January 3, 2020

By

Ready, set... resolutions!

December 20, 2019

By

How to lose a million dollars

December 13, 2019

By

Stephanie Holmes-Winton

Three ways behaviour impacts your wallet

November 29, 2019

By