Mortgage

Mortgage

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

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

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

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

Certified Cash Flow Specialist 2.0 (Updated April 2024)

April 29, 2021

By

Stephanie Holmes-Winton

Better lending for everyone

February 10, 2020

By

Stephanie Holmes-Winton

How to lose a million dollars

December 13, 2019

By

Stephanie Holmes-Winton