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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
5 days ago1 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 82 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 32 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 203 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 93 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 82 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 102 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 25 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 193 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 62 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 73 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


Building Relationships Remotely: A Guide for Financial Professionals
When coaching financial professionals, a common question that arises in today’s digital world is, “How do I create a relationship...
Lori Curtiss
Jul 26, 20243 min read


Unveiling the Real Value of Financial Planners
In the vast landscape of personal finance, navigating without a guide can seem daunting. With the rise of social media, criticisms of...

Lori Curtiss
Apr 21, 20242 min read


Nurturing Healthy Money Mindsets in Kids: A Parent's Guide
As parents, we often wonder how to impart valuable lessons about money to our children. It's a complex question with no one-size-fits-all...

Lori Curtiss
Feb 29, 20242 min read


How Can a Financial Coach Help Me Reach My Financial Goals?
In Canada, when looking for a Financial Planner, I would suggest finding someone who holds the Certified Financial Planner designation or...

Lori Curtiss
Jan 30, 20243 min read


Welcome to 2024!
Personally, I don't typically make New Year's Resolutions; I'm not really into the whole "new year, new me" idea. However, as the...

Lori Curtiss
Jan 11, 20241 min read


Financial Comfort Zones
Have you ever heard about lottery winners who quickly spend all their winnings or athletes earning millions but struggling to pay taxes?...

Lori Curtiss
Dec 19, 20232 min read


Changing Financial Habits - It is a Reflective Journey
Last time we delved into the fascinating realm of neuroplasticity, unravelling the intricacies of our brain’s ability to transform and...

Lori Curtiss
Dec 5, 20231 min read


Why Getting Comfortable with Being Uncomfortable Works
Have you ever found yourself in a situation that made you uncomfortable and wished you could move beyond the anxiety? Or...

Lori Curtiss
Nov 22, 20232 min read

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