April 19, 2018

Money Conversations

Inevitable differences

Everyone has different opinions, especially about money – it’s a part of what makes us special. Here’s an easy, brief questionnaire to help get your money conversation started. (You might…

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April 12, 2018

Money Personalities

Money Personalities: The Coaster aka The Optimist

Our last money personality in the Money Personalities series is the Coaster/Optimist. As in other blogs, it is important to note both the strengths and challenges of this unique money…

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April 5, 2018

Money Conversations

Typical concerns that people reveal about money

I worry about money and my financial future. I am embarrassed or feel guilty about my financial life. I argue about money with family members. I don’t want to know…

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March 29, 2018

Financial Information

Using funds from your RRSP to buy your first home

It is very hard to save funds to purchase your first home. The Government of Canada has recognized this and has created the Home Buyers Plan. In this plan people…

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March 15, 2018

Money Personalities

Money Personalities – The Security Seeker (aka the Good Provider, the Amasser)

Previously, we talked about the Risk Taker. In contradiction to that money personality this week we explore the characteristics of the Security Seeker. General characteristics of a Security Seeker Planners…

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March 8, 2018

Money Conversations

A passion for what you do

The winners in any industry are passionate about what they do The world is so competitive now that markets around the world have opened up their doors to outside consumers. …

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March 1, 2018

Money Personalities

Money Personalities – The Flyer (aka the Ostrich, the White Knighter, the Avoider)

This money personality is very common. These individuals are often paired with a financial professional or a partner that is a Good Provider or a Saver. That way they can…

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February 22, 2018

Money Personalities

Money Personalities – the Risk Taker (aka the High Roller, the Striver, the Big Deal Chaser)

General characteristics of a Risk Taker These people are typically: The entrepreneurs and inventors A hard worker, innovative thinker, hunch player and childlike dreamer They aren’t afraid of losing everything…

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February 15, 2018

Case Studies

From my case files: Grey Divorce – What is it?

As I work with couples separating and divorcing, I have worked with an increasing number of people in their 50’s, 60‘s  and 70’s choosing to end their long term marriage…

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February 8, 2018

Case Studies

From my case files: Financial planning for blended families

We enjoy working with blended families at Next Step Financial solutions Inc. We help them create financial planning and communication skills to create strong, resilient blended families. Divorce and death…

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