CacheFlo | Stephanie Holmes-Winton

Posts by

Stephanie Holmes-Winton

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

Are employer-sponsored debt repayment programs right for you?

October 17, 2023

By

Stephanie Holmes-Winton

3 missed opportunities to reduce the risk of employee turnover

September 5, 2023

By

Stephanie Holmes-Winton

3 credit health tips to share with employees

July 24, 2023

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Stephanie Holmes-Winton

Help employees manage extreme financial emergencies

June 19, 2023

By

Stephanie Holmes-Winton

Employee financial health indicators

April 14, 2023

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Stephanie Holmes-Winton

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

March 20, 2023

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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

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Stephanie Holmes-Winton

Help employees get more from their money this year

January 16, 2023

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Stephanie Holmes-Winton

Giving your team the gift of financial capacity

December 12, 2022

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Stephanie Holmes-Winton

Don’t let car costs drive you into financial trouble

November 23, 2022

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Stephanie Holmes-Winton

Transportation costs are taking a bigger bite out of your employees

November 8, 2022

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Stephanie Holmes-Winton

Employee debt decisions can have lifelong consequences

October 25, 2022

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Stephanie Holmes-Winton

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

October 12, 2022

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Stephanie Holmes-Winton

Employee financial stress can lead to increased health premiums

September 26, 2022

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Stephanie Holmes-Winton

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

September 6, 2022

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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

Don’t let personal financial hiccups harm employees

June 16, 2022

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Stephanie Holmes-Winton

Adjusting cash flow plans when life happens

June 6, 2022

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Stephanie Holmes-Winton

Competing priorities: Saving for tuition vs. retirement

May 9, 2022

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Stephanie Holmes-Winton

Are you financially healthy?

April 25, 2022

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Stephanie Holmes-Winton

The broader impact of employee financial stress

April 13, 2022

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Stephanie Holmes-Winton

Measuring and tracking client financial health

April 4, 2022

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Stephanie Holmes-Winton

Getting out of your own way when planning for retirement

March 21, 2022

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Stephanie Holmes-Winton

Using committed cash flow to project more accurate retirement income needs

March 7, 2022

By

Stephanie Holmes-Winton

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

Certified Cash Flow Specialist 2.0 (Updated April 2024)

April 29, 2021

By

Stephanie Holmes-Winton

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

Meet CacheFlo

January 31, 2020

By

Stephanie Holmes-Winton

How to lose a million dollars

December 13, 2019

By

Stephanie Holmes-Winton