Category Archives: financial goals

How Does Your Retirement Look?

Posted on April 24, 2011 by Rick

In this example we will illustrate how to develop an investment and savings strategy to meet your retirement income objective. If you are comfortable with calculations and computer software you can do this yourself. Many financial planners have access to … Continue reading →

Posted in budget, financial goals, financial planning, investing, retirement, saving, security | 2 Comments

I Need Help With My Debt

Posted on March 11, 2011 by Lisa

I need help with my debt, what are my options? Have your debts become too much to handle? Perhaps you’re struggling to make ends meet due to circumstances out of your control, like sudden unemployment, poor health, or a relationship … Continue reading →

Posted in budget, credit, financial goals, financial planning, saving, Spending Profile | 3 Comments

Oh My – Are We in a Sideways Market?

Posted on March 6, 2011 by Rick

by Rick Sutherland, CLU, CFP, FDS, R.F.P There has been some speculation that we are in the midst of a long-term sideways market, and have been since 2000. All you have to do is Google the chart of major stock … Continue reading →

Posted in financial goals, financial planning, investing | Comments Off

Budgeting Tips for Single-Parent Families

Posted on February 6, 2011 by Alban Smith

Contributed by Alban, a personal finance writer at Home Loan Finder. Being a single parent is hard enough when you have no one to discuss your feelings with, no one to back you up on punishments, and no one to … Continue reading →

Posted in budget, financial goals, financial planning, saving, security | 4 Comments

The Debt Snowball Method

Posted on February 6, 2011 by Lisa

Post contributed by Maria Smith of http://www.debtconsolidationcare.com/. If you’re drowning in an ocean of debt and you don’t know how to stay afloat, there’s hope for you. The debt snowball method can help you pull yourself out of the vicious … Continue reading →

Posted in budget, credit, financial goals, financial planning | 2 Comments

Patience Rewarded for Those Who Wait

Posted on January 18, 2011 by Rick

by Rick Sutherland, CLU, CFP, FDS, R.F.P Welcome to 2011. We trust you had an enjoyable and relaxing holiday season. Well it’s time to get back to work and planning for your future. More specifically your retirement future, as you have until March 1, 2011 to … Continue reading →

Posted in financial goals, financial planning, investing, retirement, saving, security | Comments Off

Changes in the Canada Pension Plan

Posted on November 3, 2010 by Lisa

Some Canadians want to retire early, while others wish to keep working past age 65. Many more wish to ease into retirement and work part time. Regardless of your individual circumstances the following changes will affect most Canadians. On December … Continue reading →

Posted in financial goals, retirement, saving | Comments Off

Vacation Budgeting Guide

Posted on August 20, 2010 by Alban Smith

There are plenty of ways to save money while you are on holiday – taking your own lunches, touring the city on foot – however, the biggest savings can actually be made before you even leave on vacation. This is … Continue reading →

Posted in budget, financial goals, saving, vacation | 1 Comment

Less Taxes….More Retirement Income

Posted on July 20, 2007 by Lisa

The following article was contributed by Ottawa-based financial planner Rick Sutherland, CLU, CFP, FDS, R.F.P. Further to our story on the tax changes proposed in the 2007 federal budget, we bring more detailed news on the opportunity for those who … Continue reading →

Posted in financial goals, saving | Comments Off

Financial Goals

Posted on November 24, 2006 by Lisa

Hey, I just thought that it would be neat to somehow tie people’s financial goals into their Spending Profile accounts. Goals should be clearly visible at all times, to remind us of them and encourage us to save towards them. … Continue reading →

Posted in budget, financial goals, Spending Profile | Comments Off