Money touches everything. It affects how we sleep, how we eat, how we raise our children, and how we dream about the future. Yet too often, we treat finances like a separate compartment of life, disconnected from faith, family, and well-being. What if we approached …
A financial plan is a road map to achieving your financial goals. We all have financial goals. It could be for a vacation, purchasing a home, children’s education, or retirement. A financial plan looks at where you are at present and what you want to …
I am excited to interview Nora Dunn. In 2006, Nora sold her financial planning practice in Toronto, Canada, and all her belongings to head for the adventure of a lifetime. She hit the road in early 2007, and over the next 12 years, traveled slowly …
Financial well-being is more than numbers on a spreadsheet. It is about freedom, security, dignity, and the ability to live a life aligned with your values. In a world shaped by economic uncertainty and changing lifestyles, money management has become a critical life skill rather …
Ricardo Lopes is an award-winning author, speaker, trainer, and coach at Advanced Leadership. Advanced Leadership is a creative and enthusiastic group that’s passionate about empowering businesses, and the people in them, to meet with greater success. It lends expertise and support in communications, training, employee engagement, …
Anu Bidani is the CEO of STEM MINDS (a BCorp certified Social Enterprise) and Inno-Hive, an Innovative Learning Community – Not-For-Profit), two companies that focus on shaping the future of education by transforming learning experiences for both children and adults. STEM Minds is on a …
Financial Advisor, Financial Consultant, Financial Planner, Wealth Advisor, or a Peddler In 2019, just before COVID hit, I was attending a financial seminar in a mall. The first booth had a bunch of firemen who worked three days on, three days off, and were selling …
“In this world, nothing can be said to be certain, except death and taxes.” Benjamin Franklin The truth is that being human, we are mortal. I strongly recommend a will, and it has the following benefits: – It is you who decides how your estate …
John joined Brian Gribben Insurance Planning after spending 6 years as a mortgage agent providing customized mortgages based on the unique needs of his clients. John’s financial experience dates back several decades managing a national sales force. In just 3 years in the business, John …
Entrepreneurship is about creating value. It is about taking risks and bootstrapping. It is the framework for designing, launching, and running a new business. The creator of this business is called an entrepreneur. The entrepreneur has to make business decisions and deal with government policies, …