by Sandi Martin | Oct 31, 2019 | Media
Media Some financial advisors are adopting a new, innovative subscription-based model for Canadians to pay for financial advice that could be especially attractive to middle-class and young, professional investors. The new model sees investors pay a regular monthly or...
by Sandi Martin | Oct 10, 2019 | Budgets, Cash Flow, Meaningful Spending
(This article is reposted with the permission of the author. It was originally published here.) I know, I know. Budgets just sound like Remedial Personal Finance, don’t they? Everyone knows you’re supposed to budget, so what’s the point of another 800 words or so on...
by Sandi Martin | Sep 20, 2019 | Big Picture, Design Thinking, Personal Finance, Retirement Planning
Retirement income planning is a H-U-G-E topic, which is why we’re breaking it down in our Design Thinking Meets Financial Planning series over three posts. First, we want you to actively design answers to the question, who are you, really? What do you need to be...
by Sandi Martin | Sep 18, 2019 | Canadian Personal Finance News
Are you worried about your parents’ finances? Your own data privacy? Dating someone in a higher income bracket? This month’s top three might not have everything you need to alleviate your stress through the busy month of September, but they will provide you with some...
by Sandi Martin | Sep 12, 2019 | Inside the Bank, Wealth Management
(This article is reposted with the permission of the author. It was originally published here Boomer & Echo.) Imagine this scenario: you’ve gone into the bank to see about setting up a home equity line of credit, or buying a cottage, or increasing your regular...
