If you’re just starting to take charge of your financial future, it can be stressful approaching financial planning with confidence. Do you ever talk to your bank or financial manager and think that they’re speaking a foreign language?

The Power of Compound Interest

by Ed Mertiri on
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Remember your mid-twenties when retirement seemed like a lifetime away, and living paycheck to paycheck was not only the norm, but your reality. ‘If only I knew then what I know now’ can be heard echoing throughout offices in banks around the country.

The Ins and Outs of Banking Online

by Ed Mertiri on
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In a few short years, it seems as though the banking industry has revolutionized. It is now easier (and more convenient than ever) to tend to your banking needs, all from the comforts of your pyjamas. Gone are the notions of banking hours, and the never ending lineups when you want to deposit your paycheck.

How To Hit Your Savings Goals

by Ed Mertiri on
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Goals are one of the principal starting points of any financial plan. It may seem like the idea of goal setting is reserved for life’s biggest adventures, but in reality having a different spectrum of goals, whether it be short term or long term, is crucial for keeping your finances and savings on track.
30 is a divisive number. To the young, it’s the time when you’re thrust into full blown adulthood, whether you’re ready or not. To the young at heart, 30 may be considered the early years before your true confidence shines, in your career, in your relationships, or even in yourself. Either way, your 30s are an incredible age when you’re comfortable with a bright future ahead.

Why Young People Still Need Financial Professionals

by Ed Mertiri on
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It’s that time again - the end of a fiscal year and that means tax season is just around the corner. With each passing filing it seems as though young professionals are turning their backs on financial professionals such as accountants, investors, and advisors, and turning to the technological solutions.

How to Save Money, When Saving Seems Impossible

by Ed Mertiri on
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Nearly every day, we’re told that saving is the key to financial success. But for many, living paycheck to paycheck isn’t just unavoidable but a reality faced every month. But there is hope, and there are many easy to use tools to help you make your financial goals a reality.

Get In shape - Financial Fitness 101

by Ed Mertiri on
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We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there is a new fitness craze in the air, it’s time to exercise your wallet. Financial Fitness is a set of goals or programs to help you identify your financial goals, and how to get in the best financial shape of your life.
Millennials get a bad rep. Too often does the media say that they’re lazy, unmotivated to work hard, and frivolous with their spending habits. On a weekly basis, absurd articles pop up criticizing lifestyles, going as far as saying that buying avocado toast is the reason so many can’t afford a house… Ridiculous, right?