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Wondering when to use a trust for estate planning? You’re not alone. Estate planning is a complex topic. The answer will depend on where you live and what your goals are.

Estate planning involves arranging for the management and distribution of your estate during your life and after death.  

Estate planning is not a one-time event; it should be regularly reviewed and updated to reflect changes in your life circumstances. 

Once you’ve reached a certain level of success and financial well-being, creating generational wealth may become a priority.

One of the most common mistakes people make is having unrealistic expectations when establishing financial goals.

I have a quick anecdote that will illustrate two different approaches to generational wealth.

These characters are based on my two friends, Jeff and Dirk, who grew up in the same area.

Dirk seems to have the world by its tail. He’s confident, intelligent, and comes from a very successful family. He hasn’t had to work for anything because it has always been easy.

Jeff, on the other hand…

Are you wondering how to become rich by saving money? In this post, I’ll share some ways you can become wealthy by saving and investing. 

Having wealth gives you the time to do the things that bring you happiness, whether spending time with family, creating a business, giving back, or traveling. Do you need a wealth coach to help you get there?

The Power of Daily Positive Affirmations for Women These 80 positive affirmations for women are perfect for expanding your capacity to manifest your dreams. When you set a positive affirmation, you set the intention and direction for your day. It reinforces your behaviour and who you want to be. It focuses your subconscious mind on solutions […]

If you’re anything like most people, Budgeting 101 was not a class that you took in school.

While many of us wish that we could have learned to budget at a much earlier age, it’s never too late to learn to budget. Unfortunately, the word budget often conjures up negative feelings.

When I mention budgeting to my clients, they pause and sit up straighter. I think that’s because it reminds us of being kids and getting in trouble…