Blogs

3 Steps to Financial Fluency: Building Your Plan Like a Pro
Personal Finance Marcais Bowen Personal Finance Marcais Bowen

3 Steps to Financial Fluency: Building Your Plan Like a Pro

I’ll admit it: halfway through my last IKEA build, I was staring at a pile of wooden dowels and wondering why I didn't just pay for assembly. 🛠️

Most people look at their financial life, investments, insurance, tax buckets, the same way: like a 50-page instruction manual in a language they don’t speak. But there is a secret to both IKEA and wealth. It all starts with the foundation. Read more to discover how to move from "tedious assembly" to total financial fluency.

Read More
Turn Your Mortgage Into a Wealth-Building Tool: Proven Strategies for High-Income Earners to Reduce Taxes and Boost Cash Flow
Personal Finance Marcais Bowen Personal Finance Marcais Bowen

Turn Your Mortgage Into a Wealth-Building Tool: Proven Strategies for High-Income Earners to Reduce Taxes and Boost Cash Flow

Discover how to turn your mortgage into a wealth-building tool with insights from Tiphereth Straker, a Smith Manoeuvre Certified Professional. Learn strategies like cash damming, tax-efficient mortgage planning, and leveraging the right financial products to save on taxes, pay off your mortgage faster, and grow your investments—all with the same money you’re already earning.

Read More
Should You Say ‘yes’ to TIA’s?
Personal Finance Marcais Bowen Personal Finance Marcais Bowen

Should You Say ‘yes’ to TIA’s?

Temporary Insurance Agreements (TIAs) offer peace of mind while your life insurance application is processed, providing interim coverage in case of unexpected events. In this guide, we’ll explore the ins and outs of TIAs in Canada, how they work, and why they’re crucial. Remember, TIA terms vary by carrier—know what you’re signing up for.

Read More
Why Long Term Investing Matters More Than Who’s in Office
Personal Finance Marcais Bowen Personal Finance Marcais Bowen

Why Long Term Investing Matters More Than Who’s in Office

With the latest U.S. election results in, investors are pondering how political shifts might influence the stock market. History, however, shows that long-term market growth transcends political cycles. This blog delves into the market’s historical performance under different administrations, why emotional discipline is crucial for investors, and expert projections for the S&P 500. Discover why staying invested is key, regardless of who’s in office.

Read More
How To Improve Your Vacation Experience 
Personal Finance Marcais Bowen Personal Finance Marcais Bowen

How To Improve Your Vacation Experience 

Planning a vacation isn't just about budgeting for flights and hotels—your financial plan should include at-home expenses and even potential lost wages. This blog explores how to create a well-rounded travel budget that covers all bases, so you can enjoy your trip without financial stress waiting for you back home.

Read More

Join the conversation online…