Blog | Modern Cents

Dec 213 min read

Social Security benefits restored for millions of pensioners

Today, the Senate passed the Social Security Fairness Act of 2023 with a 76-20 vote. This significant relief for more than 3 million...

Dec 123 min read

Moving to the US? Let's Talk About Your RRSP

So, you're excited about your move to the US! But what do you do about your Registered Retirement Savings Plan (RRSP)? Let's break down...

Dec 102 min read

The Gender Gap: A Night Out, A Wake-Up Call

I was at a party on Friday and met a bunch of new people. Before the party, my husband and I went out to dinner and I had a fabulous...

Dec 33 min read

Do You Need a Business Bank Account?

By Shay Steacy, CFP Do you need a business bank account? As the sole owner of your business, it’s sometimes hard to see the line that...

Sep 103 min read

Living the Canadian Dream: Navigating Cross-Border Retirement Planning for US Expats in the Great White North

By Andrea Thompson, CFP (CAN), CRPC (US), CLU, CHS, CCS Welcome to the fascinating world of cross-border retirement planning, where the...

Jun 104 min read

5 Questions to help evaluate your Financial Advisor

Advice only planners see many different types of clients. One of the things that I love most about what I do is the ability to switch...

Apr 22 min read

Why we believe in 'Adaptive Financial Planning'... and are ditching the old paradigms

I knew that we had done something right, when she started crying. Do I normally want to make my prospective clients cry? Of course I...

Oct 3, 20233 min read

Why we NEED Financial Planning

Believe it or not, I didn't always envision having a personal finance career. In fact, my degree is in the life sciences - I majored in...

May 23, 20233 min read

Navigating cross border retirement planning - A Case Study

Retirement planning can be a complex task, especially for Canadian residents whose lives are complicated by their cross border reality....

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