Back to learn
When do you need a financial planner?
Rounding it up
Financial planners help clients look at and prepare for their long-term financial future.
People who understand and have time to manage their own finances do not need a financial planner.
However, if you’re preparing for a raise, an inheritance, a divorces, retirement, taxes, or another major financial decision, consider getting some professional advice.
If you decide not to proceed with a financial planner, make sure to do your own research. For example, the Canadian government offers free financial planning resources and tools.
Cedric Jackson
Cedric Jackson is a crypto writer, sharing his experience to educate and inform people about Bitcoin, cryptocurrency, and blockchain technology, aiming to provide a global perspective on the events shaping the development of the new crypto economy.
Recent Articles
Which Canadian cities are the best value for buying or renting a home?
The housing market in Toronto vs Vancouver: What you need to know
The housing market in Toronto vs Calgary: What you need to know
The best strategies for negotiating salary at a new job
What determines the price of gold?
How to buy gold, silver, and other precious metals?
Related articles
What are the best ways to finance car purchases?
5 mins
Ben BejsterBuying a car is a big deal. Learn about your financing options to make sure that you are getting the most out of your purchase.
What are the best ways to finance car purchases?
5 mins
Ben Bejster
Buying a car is a big deal. Learn about your financing options to make sure that you are getting the most out of your purchase.
#financing
#budgeting
#saving
Is it smart to finance a gaming PC?
5 mins
Jordan T. HedbergA gaming PC is a way to access online communities. Here, we’ll help you understand whether financing a PC makes sense.
Is it smart to finance a gaming PC?
5 mins
Jordan T. Hedberg
A gaming PC is a way to access online communities. Here, we’ll help you understand whether financing a PC makes sense.
#saving
#financing
#budgeting
How do interest rates affect my savings?
6 mins
Dan BuchererThink interest rates don’t matter when it comes to your savings account? Think again — these numbers can affect your future in so many ways.
How do interest rates affect my savings?
6 mins
Dan Bucherer
Think interest rates don’t matter when it comes to your savings account? Think again — these numbers can affect your future in so many ways.
#interest
#interest rates
#saving
#investment
When should I start saving for my child's education?
4 mins
Brandi MarceneAs a parent, the goal is to give your child the best possible education without denting your finances. The key is to start saving early.
When should I start saving for my child's education?
4 mins
Brandi Marcene
As a parent, the goal is to give your child the best possible education without denting your finances. The key is to start saving early.
#RESP
#budgeting
#saving
#parenting
3 Traits of financially successful people
3 mins
Chrissy KapralosTurns out the wealthy have more in common than a seven-figure salary. Let’s explore 3 character traits linked to greater financial success.
3 Traits of financially successful people
3 mins
Chrissy Kapralos
Turns out the wealthy have more in common than a seven-figure salary. Let’s explore 3 character traits linked to greater financial success.
#finances
#money management
#budgeting
#saving
7 Red flags the financial advice you’re receiving is not in your best interest
4 mins
Stacy Yanchuk OleksyEver gotten advice that just doesn’t feel right? Look out for these 7 red flags next time you work with a financial professional.
7 Red flags the financial advice you’re receiving is not in your best interest
4 mins
Stacy Yanchuk Oleksy
Ever gotten advice that just doesn’t feel right? Look out for these 7 red flags next time you work with a financial professional.
#financial advisor
#finances
#red flags
#financial advice