Personal Finance / Cashflow – Top Reads

Personal finance management can be stressful, but it doesn’t have to be. These articles answer top questions and cover a variety of common topics to help you reduce cashflow stress points.

Practice Management – Top Reads

Intentionally growing a thriving advisory firm takes more than pure luck. Skill, strategy and consistent review are necessary. For a business that excels well into the future, we recommend implementing practice management actions suggested in these articles.

Zero to One

Peter Thiel is one of the founders of PayPal. In 2012 he conducted regular lectures at the University of Stanford where a student, Blake Masters, took detailed class notes. The book Zero to One is based on those notes.

The Typical Advisor Tech Stack

There are a myriad of tech tools all claiming to be the best at helping you be more efficient in your business. But which ones really measure up? Here are several that experienced, tech-savvy financial professionals are currently using in their practices.

When Should you Engage a Financial Planner?

There are many circumstances where the value provided by a professional financial planner outweighs the potential savings of technology. For six situations you should consider, read the full article at davefaulkner.ca.

Impact of Budget 2018

The Federal government tabled the 2018 Budget on February 27th and we have reviewed it to determine what the impact will be for users of RazorPlan software.

How Financial Pros Use RazorPlan Software: Noel D’Souza, Money Coaches Canada

“As a Financial Planner, I guide my clients through a process to help identify where they currently are, what their short, medium, and long-term goals are, and how best to make use of the resources they have to achieve these goals and live the life they truly want.”

How Financial Pros Use RazorPlan Software: Christine Williston, Money Coaches Canada

The financial advice industry is changing and financial planning is playing an increasingly important role in many businesses. In this series of articles, we profile financial professionals that are using RazorPlan to innovate and grow their businesses.

Small Business Taxation

It has been two weeks since the Federal government announced, over lunch at the Pastaggio Italian Eatery, changes to the small-business tax rate from 10.5% to 9% by 2019. This change in the small business tax rate is a campaign promise that has been accelerated because of the backlash the Federal government felt over the small business tax changes proposed on July 18th, 2017. 

Will That Investment in Your Child’s Business Endanger Your Retirement?

Your son or daughter just asked you for a short-term loan to help them start a business. If everything goes well, they will pay you back with interest in a few years. But what if they never pay you back? How much will it impact your ability to enjoy your retirement?