Debt

Debt

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

Tips to tackle your student loan debt

May 24, 2024

By

Tamara Miller-Falls

How to avoid the succession trap

April 30, 2024

By

Stephanie Holmes-Winton

Are employer-sponsored debt repayment programs right for you?

October 17, 2023

By

Stephanie Holmes-Winton

How to avoid 3 debt traps

October 4, 2023

By

Suzanne Yar Khan, a Toronto-based financial writer

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

Help prepare your child for financial independence in university

May 10, 2023

By

Tamara Miller-Falls

4 important steps to take when you are financially stressed

April 19, 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

Don’t let car costs drive you into financial trouble

November 23, 2022

By

Stephanie Holmes-Winton

Transportation costs are taking a bigger bite out of your employees

November 8, 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

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

September 6, 2022

By

Stephanie Holmes-Winton

5 credit score myths to debunk

July 25, 2022

By

Tamara Miller-Falls

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

July 5, 2022

By

Stephanie Holmes-Winton

5 tips for first-time homebuyers

June 27, 2022

By

Suzanne Yar Khan, a Toronto-based financial writer

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

Are you financially healthy?

April 25, 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

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

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

June 19, 2020

By

Hyder Owainati, Content Writer at Ratehub.ca

Office Hours FAQ: Helping clients manage cash flow disruptions

April 1, 2020

By

The gap between financial literacy and capability

March 6, 2020

By

Stephanie Holmes-Winton

Better lending for everyone

February 10, 2020

By

Stephanie Holmes-Winton

Five things your financial plan needs to succeed

January 3, 2020

By

How to lose a million dollars

December 13, 2019

By

Stephanie Holmes-Winton