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A Calm, Clear Start to 2026
December always carries a mix of joy, chaos, and reflection. We’re spending more, socializing more, and often feeling a swirl of money emotions, everything from excitement to guilt to a little shame. Before we rush into 2026 with fresh goals and intentions, I’d love to invite you to pause and look back. What did your money make possible this year? Maybe it helped you support your family, take a trip, invest in your home, or finally finish a long delayed project. Maybe it simp

Lori Curtiss
Dec 5, 20253 min read


Financial Literacy Month: Understanding Money Starts With Understanding Yourself
Financial literacy doesn't start with math—it starts with mindset. Before you can learn about money, you have to heal the shame around it. When we feel ashamed, our brains shut down and we can't make thoughtful decisions. This Financial Literacy Month, try approaching money with curiosity instead of criticism. That's when real change begins.

Lori Curtiss
Nov 17, 20254 min read


Avoid a Retirement Fright: Know Your Benefits
October is the season for ghosts and goblins, not financial surprises. Let's unmask how CPP, OAS, and GIS really work so you don't get...

Lori Curtiss
Oct 2, 20253 min read


Why Financial Wellness Shouldn’t Start With a Spreadsheet
If you’ve ever tried to build a budget and burned out by week two, you’re not alone. Many women in Canada feel frustrated with the...
Lori Curtiss
Sep 12, 20251 min read


September is the New January
September always sneaks up on me. The mornings feel cooler (however, this week has been +29 degrees and sunny, so we are not quite there...

Lori Curtiss
Sep 8, 20252 min read


Expert Financial Advice for Real People
I spent over 15 years advising high-net-worth clients at a top wealth firm. That experience taught me a lot - but it also showed me that...
Lori Curtiss
Aug 15, 20251 min read


Investing 101: Understanding Risk Tolerance
There's a trend on social media that goes something like this: "It's literally so simple: Open a TFSA at Wealthsimple, buy a globally...

Lori Curtiss
Aug 5, 20252 min read


Don't Trust the Banks for Financial Advice? You're Not Wrong.
If you’ve ever felt like bank “advice” is really just a sales pitch, you’re right to be cautious. Most banks and financial advisors in...
Lori Curtiss
Jul 18, 20251 min read


Financial Wellness Isn't About Perfection. It's About Peace of Mind.
If you’ve ever felt anxious opening your banking app or guilty after spending money, you’re not alone. Many Canadians weren’t taught how...
Lori Curtiss
Jul 11, 20251 min read


Should We Pay Down the Mortgage or Invest?
If you've ever had a little extra money left at the end of the month and wondered what to do with it, you're not alone. One of the most...
Lori Curtiss
Jul 8, 20252 min read


Ask the Expert: Common Investing Mistakes
This month, I’m sharing some of the most common investing mistakes I’ve seen in my 22 years of helping clients manage their money. Trust...

Lori Curtiss
Jul 3, 20252 min read
Understanding Advice-Only Financial Planning in Canada
Most Canadians don’t realize there’s a difference in how financial planners are paid. The traditional route? You walk into a bank and...
Lori Curtiss
Jun 20, 20253 min read


Do You Think the Money Game is Rigged?
If we haven't connected much before, let me introduce you to a concept my kids playfully coined, 'being Loried.' It's basically what...

Lori Curtiss
Jun 9, 20253 min read


Navigating the Financial Advice Jungle - Who Can You Really Trust?
Looking for financial guidance that's right for YOU? Let's be clear: truly personalized financial advice can't come from TikTok gurus or group settings.
When choosing a financial expert, understand the differences. Financial Advisors often earn commissions selling investment products. As a Fee-Only Financial Planner, I'm paid directly by you—no commissions, no conflicts of interest. Financial Coaches may offer support but lack standardized qualifications.

Lori Curtiss
May 8, 20252 min read


Tariffs, Recession, Market Losses, Oh My!
I do not generally write mid month blog posts, but blimey , these are indeed crazy times in the world right now! We're bombarded with...

Lori Curtiss
Apr 10, 20252 min read


Your Questions Answered!
Answers to the financial questions I get asked the most and practical tips to help you with your finances.

Lori Curtiss
Apr 2, 20255 min read


Budgeting Basics
It's March, the month of spring awakening and shaking off those winter blues. What better time to awaken your inner budgeting butterfly?...

Lori Curtiss
Mar 19, 20253 min read


Investing 101: Unlocking Your Savings Superpowers: A Guide to Tax-Smart Accounts in Canada
It's February, the month of love, and what's not to love about growing your wealth? If you're in your prime earning years (we're talking...
Lori Curtiss
Feb 6, 20252 min read


Recovering from Holiday Cheer - Financial Tips for a Fresh Start!
The holidays are a time for joy and celebration, but let's be honest, they can also leave our wallets feeling a bit lighter than we'd...

Lori Curtiss
Jan 7, 20253 min read


Mindful Merriment: Keeping Your Holiday Spending in Check!
December is here, which means the holidays are just around the corner! Amidst the joy and excitement, it's easy to get caught up in a...

Lori Curtiss
Dec 6, 20243 min read

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