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The hidden costs of retirement

January 17, 2025

By

Tamara Miller-Falls

Do you still need a cash flow plan if you’re financially stable?

September 4, 2024

By

Tamara Miller-Falls

Does cash flow planning work without refinancing, or for clients with no debt?

August 16, 2024

By

Stephanie Holmes-Winton

Is chasing credit card points worth the potential risk?

By

Tamara Miller-Falls

How credit card points programs can induce overspending

By

Stephanie Holmes-Winton

How financially agile are your clients?

By

Stephanie Holmes-Winton

Tips to tackle your student loan debt

By

Tamara Miller-Falls

How to avoid the succession trap

By

Stephanie Holmes-Winton

Protect your wallet while navigating the car market

November 9, 2023

By

Tamara Miller-Falls

Are employer-sponsored debt repayment programs right for you?

October 17, 2023

By

Stephanie Holmes-Winton

How to avoid 3 debt traps

October 4, 2023

By

Suzanne Yar Khan, a Toronto-based financial writer

Why skipping insurance could cause financial disaster

September 25, 2023

By

Tamara Miller-Falls

3 missed opportunities to reduce the risk of employee turnover

September 5, 2023

By

Stephanie Holmes-Winton

Help employees secure their financial futures

August 21, 2023

By

Tamara Miller-Falls

How to save and invest in your future

By

Suzanne Yar Khan, a Toronto-based financial writer

3 credit health tips to share with employees

By

Stephanie Holmes-Winton

What to know about credit utilization

By

Tamara Miller-Falls

Help employees manage extreme financial emergencies

By

Stephanie Holmes-Winton

Emergency funds can help you keep peace of mind

By

Tamara Miller-Falls

Help prepare your child for financial independence in university

By

Tamara Miller-Falls

4 important steps to take when you are financially stressed

By

Tamara Miller-Falls

Employee financial health indicators

By

Stephanie Holmes-Winton

8 assumptions that create bad retirement surprises for employees - Part 2

By

Stephanie Holmes-Winton

8 assumptions that create bad retirement surprises for employees - Part 1

By

Stephanie Holmes-Winton

Planning (early) for a happy retirement

By

Suzanne Yar Khan, a Toronto-based financial writer

Why financial literacy is essential in relationships

February 21, 2023

By

Tamara Miller-Falls

Employee financial wellness programs should be a family affair

February 6, 2023

By

Stephanie Holmes-Winton

Help employees get more from their money this year

January 16, 2023

By

Stephanie Holmes-Winton

Financial New Year’s resolutions you'll be able to achieve

January 3, 2023

By

Tamara Miller-Falls

Giving your team the gift of financial capacity

December 12, 2022

By

Stephanie Holmes-Winton

How to manage holiday spending

December 5, 2022

By

Suzanne Yar Khan, a Toronto-based financial writer

Don’t let car costs drive you into financial trouble

November 23, 2022

By

Stephanie Holmes-Winton

Transportation costs are taking a bigger bite out of your employees

November 8, 2022

By

Stephanie Holmes-Winton

Employee debt decisions can have lifelong consequences

October 25, 2022

By

Stephanie Holmes-Winton

How to get your debt under control

October 17, 2022

By

Tamara Miller-Falls

3 ways debt management can help your clients build and protect wealth

October 12, 2022

By

Stephanie Holmes-Winton

Employee financial stress can lead to increased health premiums

September 26, 2022

By

Stephanie Holmes-Winton

How inflation impacts insurance

September 19, 2022

By

Suzanne Yar Khan, a Toronto-based financial writer

5 ways a cash flow plan will help your clients afford the insurance they need

September 6, 2022

By

Stephanie Holmes-Winton

When can you stop putting money away for the future?

August 19, 2022

By

Stephanie Holmes-Winton

Show clients how to save and invest more with a cash flow plan

By

Stephanie Holmes-Winton

5 credit score myths to debunk

By

Tamara Miller-Falls

Why your client’s credit health has never been more important

By

Stephanie Holmes-Winton

5 tips for first-time homebuyers

By

Suzanne Yar Khan, a Toronto-based financial writer

Don’t let personal financial hiccups harm employees

By

Stephanie Holmes-Winton

Adjusting cash flow plans when life happens

By

Stephanie Holmes-Winton

Costs to consider when planning for your child's education

By

Tamara Miller-Falls

Competing priorities: Saving for tuition vs. retirement

By

Stephanie Holmes-Winton

Are you financially healthy?

By

Stephanie Holmes-Winton

The broader impact of employee financial stress

By

Stephanie Holmes-Winton

Measuring and tracking client financial health

By

Stephanie Holmes-Winton

Getting out of your own way when planning for retirement

By

Stephanie Holmes-Winton

Using committed cash flow to project more accurate retirement income needs

By

Stephanie Holmes-Winton

Demonstrate financial capability to your kids

February 22, 2022

By

Suzanne Yar Khan, a Toronto-based financial writer

Knowing your client’s Money Mindset can make your job easier

February 7, 2022

By

Stephanie Holmes-Winton

10 signs you need a behavioural cash flow plan

January 21, 2022

By

Stephanie Holmes-Winton

6 strategies to add cash flow planning to your practice

January 6, 2022

By

Stephanie Holmes-Winton

Smarter spending for Halifax

September 14, 2021

By

Stephanie Holmes-Winton

Planning for school expenses

By

Suzanne Yar Khan, a Toronto-based financial writer

Financial Capability Program is now available

By

Suzanne Yar Khan, a Toronto-based financial writer

Certified Cash Flow Specialist 2.0 (Updated April 2024)

By

Stephanie Holmes-Winton

Winton June 2020 release

By

Credit cards 101: What are credit cards and how do they work?

By

Hyder Owainati, Content Writer at Ratehub.ca

CacheFlo Advise May 2020 release

By

Managing cash flow in a crisis

By

Winton May 2020 release

By

Office Hours FAQ: Helping clients manage cash flow disruptions

By

Panic buying, stockpiling and financial stress during COVID-19

By

The gap between financial literacy and capability

By

Stephanie Holmes-Winton

Shaping your children’s money mindset

February 21, 2020

By

Better lending for everyone

February 10, 2020

By

Stephanie Holmes-Winton

Meet CacheFlo

January 31, 2020

By

Stephanie Holmes-Winton

Five things your financial plan needs to succeed

January 3, 2020

By

Ready, set... resolutions!

December 20, 2019

By

How to lose a million dollars

December 13, 2019

By

Stephanie Holmes-Winton

Three ways behaviour impacts your wallet

November 29, 2019

By