Many Happy Returns – How to Beat the Taxman

Many Happy Returns – How to Beat the Taxman

It’s tax season again and, as with every year, there are changes. Here are a few new developments that may be worth taking advantage of on your 2019 return… Home Buyers’ Plan: As announced in the 2019 budget, effective March 19, 2019, the government has increased the maximum that first-time buyers can withdraw from their…

Cancel Culture: How it Can Hurt You at Work

Cancel Culture: How it Can Hurt You at Work

It’s often referred to as ‘Cancel’ or ‘Call-Out’ culture where you’re ‘cancelled’ from your career with your reputation tarnished forever. What does it take to get ‘cancelled’? Maybe you said or did something ill-advised and it was recorded and shared publically. For example, sports commenter Don Cherry was fired from Hockey Night in Canada after…

Act Two: From Director of Business Development to Business Owner

Act Two: From Director of Business Development to Business Owner

In this series, we profile real women who have made later-in-life career changes. They share what they’ve learned from their recent career reinventions. WHO: Heather Storey, 53 WHERE: Toronto, ON WHAT I DID BEFORE: Director of business development for financial services company “My role was to support and train independent representatives who sold the company’s…

Stress Test: Is Money Worry Affecting Your Job?

Stress Test: Is Money Worry Affecting Your Job?

It’s no secret that financial stress can cause us sleepless nights and affect our personal relationships. It’s also not surprising to learn that money anxiety haunts us on the job too. A new survey by the Canadian Payroll Association (CPA) has found that workers worried about bills are less productive and that “financial stress deducts…

How to Uncouple without Undoing Your Finances

How to Uncouple without Undoing Your Finances

Not every union is a match made in heaven. According to the Vanier Institute almost half of Canadian marriages (41 per cent) end in a divorce before their 30th anniversary. If you happen to among those statistics, it doesn’t mean your separation or divorce has to devastate your future and your finances. The going rate…

Grandma, What Great Financial Advice You Give!

Grandma, What Great Financial Advice You Give!

Grandmothers often act as role models. They generously share their life wisdom and values. The best of them also offer important messages about money and financial independence. Over the past decade of doing interviews for my Rich Thinking(R) research, many women have talked to me about their grannies/nanas/bubbies…and the positive impact they’ve had on their…

How to Increase Family Bonding Through Philanthropy

How to Increase Family Bonding Through Philanthropy

“Giving is good.” Often we want to give but we don’t know how to get started. In our first podcast, we discuss the success strategies of philanthropic families–and what we can learn from them on how any family can maximize the benefits of giving for everyone involved. Give it a listen! LISTEN NOW