Behaviour

Behaviour

Do you still need a cash flow plan if you’re financially stable?

September 4, 2024

By

Tamara Miller-Falls

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

August 16, 2024

By

Stephanie Holmes-Winton

Is chasing credit card points worth the potential risk?

July 29, 2024

By

Tamara Miller-Falls

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

3 credit health tips to share with employees

July 24, 2023

By

Stephanie Holmes-Winton

What to know about credit utilization

July 10, 2023

By

Tamara Miller-Falls

8 assumptions that create bad retirement surprises for employees - Part 2

March 20, 2023

By

Stephanie Holmes-Winton

8 assumptions that create bad retirement surprises for employees - Part 1

March 13, 2023

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

Giving your team the gift of financial capacity

December 12, 2022

By

Stephanie Holmes-Winton

Don’t let car costs drive you into financial trouble

November 23, 2022

By

Stephanie Holmes-Winton

Employee debt decisions can have lifelong consequences

October 25, 2022

By

Stephanie Holmes-Winton

How to get your debt under control

October 17, 2022

By

Tamara Miller-Falls

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

October 12, 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

5 credit score myths to debunk

July 25, 2022

By

Tamara Miller-Falls

Adjusting cash flow plans when life happens

June 6, 2022

By

Stephanie Holmes-Winton

Competing priorities: Saving for tuition vs. retirement

May 9, 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

Demonstrate financial capability to your kids

February 22, 2022

By

Suzanne Yar Khan, a Toronto-based financial writer

Knowing your client’s Money Mindset can make your job easier

February 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

Financial Capability Program is now available

July 5, 2021

By

Suzanne Yar Khan, a Toronto-based financial writer

Certified Cash Flow Specialist 2.0 (Updated April 2024)

April 29, 2021

By

Stephanie Holmes-Winton

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

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