Financial planning

Financial planning

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

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 3 debt traps

October 4, 2023

By

Suzanne Yar Khan, a Toronto-based financial writer

How to save and invest in your future

August 7, 2023

By

Suzanne Yar Khan, a Toronto-based financial writer

Planning (early) for a happy retirement

March 6, 2023

By

Suzanne Yar Khan, a Toronto-based financial writer

How to manage holiday spending

December 5, 2022

By

Suzanne Yar Khan, a Toronto-based financial writer

Don’t let car costs drive you into financial trouble

November 23, 2022

By

Stephanie Holmes-Winton

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

October 12, 2022

By

Stephanie Holmes-Winton

How inflation impacts insurance

September 19, 2022

By

Suzanne Yar Khan, a Toronto-based financial writer

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

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

Costs to consider when planning for your child's education

May 24, 2022

By

Tamara Miller-Falls

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

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

Planning for school expenses

August 6, 2021

By

Suzanne Yar Khan, a Toronto-based financial writer

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

Managing cash flow in a crisis

May 15, 2020

By

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

Meet CacheFlo

January 31, 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