Tags » Financial Planners

Bank of Canada Announcement

Good morning

As you know, your variable rate mortgage, line of credit and/or student loans are all based on the Prime Rate and here is your personal update from me on the recent Bank of Canada announcement on changes to their Overnight Rate which in most cases impacts your Prime Rate. 667 more words


Financial Services

We are one of the Leading Financial Services Company in USA. Our focus is the world of financial and corporate communications.We have helped many financial entities build their brands, articulate investment intelligentsia, ironclad their reputations, navigate crises, and drive asset flows. 32 more words

Credit Financial Services

The Finance & Tech Week In Review – 1/28/17

Every Saturday the HBCU Money staff picks ten articles they were intrigued by and think you will enjoy for some weekend reading impacting finance and tech. 170 more words

Finance & Tech Review

WMS Financial- An Innovative Financial Philosophy

Working in the competitive and ever turbulent financial industry in the modern age means having access to the most innovative strategies and philosophies for analysis is more important than ever. 364 more words

Financial Planners

WMS Financial- Sorting Your Finances Out for a More Comfortable Retirement Period

Retirement in many ways is a bit of a double edged sword. Whilst many people work extremely hard through out their careers to be able to enjoy a pleasant retirement, many are also aware that they won;t be generating as much income as they once did when entering this period in their life. 348 more words

Financial Consultant

Savings and Retirement Projections

Keep it Simple… but not too Simple!

Recently, I had a discussion with a new RazorPlan user. He told me in the six weeks since he started using RazorPlan, he had seen a significant increase in client engagement and a major improvement in case size and closing ratio when meeting with new prospects. 232 more words

Financial Planning

An Essential Budget Query: Is This Spending Aligned with My Values?

Values-based budgeting starts with noticing where your money is going, and then assessing whether that is what’s important to you, a financial planner writes.

Published: September 27, 2016 at 02:00PM… 7 more words

NYTYour Money