financial planning is for everyone
In its tenth year and an integral part of Financial Literacy Month, Financial Planning Week (FPW) is part of an ongoing effort to educate Canadians about the value of financial planning with a professional planner. FPW 2018 will take place from November 18-24. We invite you to get started with financial planning by exploring the content below and learning how you can set yourself up for a successful financial future.
When it comes to choosing the right financial planner, where do you even begin? Financial Planning Standards Council (FPSC) created this nifty guide to help you find a professional financial planner that meets your unique needs, in four easy steps.
Research shows that Canadians who plan properly are more in control and less stressed about their financial futures. Learn how professional financial planners can confidently guide you to financial health.
Don your own mask first! When it comes to your finances, find out why it's so important to prioritize your long-term financial needs over your kid's short-term desires.
When we're faced with something that seems overwhelming, it's easier to ignore it. Discover how you can confront your financial blind spots and create an actionable vision for your financial future.
There are a lot of 'firsts' for new graduates, from first regular income to first payments on student loans. And it's just as important to identify and plan for financial goals at this life stage. Find out how a financial plan can help new graduates see the whole picture and stay on track for their financial futures.
It's never too early to start teaching your kids sound financial habits. Learn what you can start doing now to help your children make wise choices about their money when they're young which will ease their reliance on you down the road.
Robo-advisors and digital investment tools have certainly made selecting and rebalancing portfolios faster and easier. Explore how the rise of these technologies has emphasized the indispensable value of a human financial planner through their ability to take a holistic and ethical approach to their clients' long-term financial health.
Financial education and literacy is rarely discussed in schools and usually not discussed at home. So as a parent, how do you know where to draw the line between your natural desire to help your children and the need for them to take care of their own financial future?
A major motivation to begin financial planning is to alleviate the fear of not having money later in life. But did you know that without a proper financial plan, many people find that they could have spent more in their earlier retirement years?
Many parents with adult children believe one of the ways to get their kids started in life is to help them buy a house. Here's what you should consider before committing.
As a parent, it's reasonable to want to guide your children through the financial blizzards of early adulthood. But beware of crossing over into “snowplowing parenting” - when well-meaning intentions drive parents to clear all financial obstacles from their children's path, even at the expense of their own finances. Learn what you can do to recognize and avoid these behaviours.