My 2017 Financial Goals

I’m a bit of a money nerd. Not only do I blog about money but I also get excited about my year-end financial checklist and putting together a budget and financial goals for next year.   I’ve used this blog as a way to set financial goals and hold myself...

How We Juggle Competing Financial Goals

If your thirties are (or were) anything like mine, it can be a juggling act to try and balance all of your competing financial goals. We can’t afford to make the maximum contributions to each of our RRSPs, TFSAs, and the kids’ RESPs – let alone...

Don’t Forget To Manage Medium-Term Goals

“My daughter is getting married – the stock market is down and I need to sell some stocks to pay for the wedding.” Hold on a minute here! You had to have some idea that this was an expense looming in the not-too-distant future. Similarly, when the stock market is on...

Managing Multiple Financial Goals

Looking at your finances and trying to figure out how to deal with multiple goals can be frustrating. We want it all – who doesn’t? But for most of us it’s not that easy. Which goals do you save towards first, second, and so on? How do you prioritize retirement...

16 Financial Habits For A Prosperous New Year

A Fidelity Investments study discovered that setting specific financial goals does help get your fiscal house in order. 56% of those surveyed said their finances had improved, a much better result than most New Year’s resolutions. Give yourself a financial checkup and...

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