Top Tweets for #KeepingLifeCurrent
As we approach mid 2026, with summer sun on the horizon, students are looking forward to it. But as months roll on, your bank account may cast a diminishing shadow. How do you maximize fun while ensuring you won’t crash into September? #KeepingLifeCurrent https://t.co/iChMrqUg4k
Paddling and financial planning might seem like an unlikely pair at first. Both require intention, preparation, and a clear sense of direction. The lessons learned on the water can reshape how you approach your finances and your life. #KeepingLifeCurrent https://t.co/XAJUcXKDnS
Building a financial plan month by month can help you create a path toward achieving your financial goals. Focusing on one month at a time, you can track progress, adjust your budget and prioritize saving, investing and debt reduction. #KeepingLifeCurrent https://t.co/QtRwlcrhy6
Insurance companies say policyowners should know there are exclusions on every home insurance policy. There are several standard exclusions in home policies, that aren’t always immediately clear, and that homeowners should be aware of. #KeepingLifeCurrent https://t.co/T1zrTbOmDf
April is the month with the most rain showers. Its difficult to predict showers, so pack your umbrella. It’s a similar story with investments. What is the investing equivalent of packing your umbrella? Diversification. Not necessarily… #KeepingLifeCurrent https://t.co/QL2f0mZtCX
The Ides of March commemorate Caesar’s fate turned to misfortune as a result of his tragic flaw. We see people who are their own finances worst enemy. If you’re making these retirement planning mistakes, seek counsel. #KeepingLifeCurrent https://t.co/3d301U7gLv…
March is Fraud Prevention Month. It’s a great time to look into how cleaning up your finances can help you avoid fraud. Check out these tips to learn how spring cleaning your finances can help protect them from scams. #KeepingLifeCurrent https://t.co/o7L8enrwba
Taxes can always be testing. Especially, as an entrepreneur, Paying less tax may not always be top of mind. There’s no time like the present to take advantage of all the tax minimization strategies available to you. Review these tips. #KeepingLifeCurrent https://t.co/uYYo1iHr8I
One of the most referred relationships we provide is a mortgage broker. Over the next 2 years, a record number of homeowners will renew mortgages. Understanding what’s ahead can help you prepare for the challenges and opportunities. #KeepingLifeCurrent https://t.co/BJsnwtG14p
As children move through their teens, and parents envision an end to braces and March Break, one expense looms large. Car insurance. Young people aren’t cheap to insure even as occasional drivers. Here's some strategies to consider. #KeepingLifeCurrent https://t.co/7t4Xvynd5i
It is not uncommon for people to become hesitant about market uncertainty as a new year begins. Investors worry. We help investors navigate these unpredictable periods. Here’s how investors can stay on track and remain focused. #KeepingLifeCurrent https://t.co/0r511IuVrN
At this time of year, we are navigating the move from retirement savings accounts to income accounts. For clients, its fairly seamless. For newer clients or prospective clients, our advice my vary. Its more than just a financial shift. #KeepingLifeCurrent https://t.co/Hm8wtdoNln
When you leave an employer, one of the biggest financial decisions you may face is what to do with your pension. When offered the option to take the value of the pension today, it can feel overwhelming. Let’s walk through it. #KeepingLifeCurrent https://t.co/FUJGJiz9jx
Investors face tough markets time to time. With the recent increase in market volatility, I was discussing these investing truths with my team. We decided that it was time to refresh the list. New truths have been moved to the top. #KeepingLifeCurrent https://t.co/acRfR8m5CB
Canada’s economy is deeply rooted in entrepreneurship. We stand at a critical juncture: the successful transfer of ownership to next generations. Successful transition to a new generation of business owners could unlock opportunities. #KeepingLifeCurrent https://t.co/cf58m3JC0B
By understanding our clients, we create a realistic plan, making them feel heard. We ask open-ended questions. Clients share their thoughts. We summarize what we hear. This shows we’re paying attention. It starts the planning process. #KeepingLifeCurrent https://t.co/nk6YOFZX0F
As internet tools become more sophisticated, some consumers are turning to them for financial planning advice. Relying on AI can be risky. In some cases, dangerous to your financial wellbeing. I thought I would create a case study. #KeepingLifeCurrent https://t.co/cxd2PEoC6y
As we prepare for the holidays, many of us are reviewing our finances and planning for the months ahead. October is National Financial Planning Month. Let’s use this month to focus on building solid financial habits. #KeepingLifeCurrent https://t.co/IjsQfU0Der
As fall arrives, the changing of the season is an ideal time to revisit your financial plans. For your finances, here are four moves you can make in the final months of 2025 to help set yourself up for success in 2026 and beyond. #KeepingLifeCurrent https://t.co/yV5lqI6r6Q…
You may have cut loose for this summer. As school starts and the social calendar calms, you may be feeling motivated to get back into a routine. As you get organized, try out these five tips for improving your finances in September. #KeepingLifeCurrent https://t.co/ghYVd5aYZy
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