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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
7 days ago2 min read
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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
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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
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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
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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
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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
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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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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
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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
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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
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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
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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
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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
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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
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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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What is a Financial Psychology Assessment?
A Financial Psychology Assessment utilizes a structured series of exercises and probing questions to delve into the underlying reasons...

Lori Curtiss
Nov 15, 20231 min read
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What is a Financial Flashpoint?
Financial Flashpoint is a term I learned when I was taking my MBA in Financial Psychology and Behavioural Finance. It is a term coined by...

Lori Curtiss
Nov 6, 20232 min read
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What is Financial Psychology?
In the field of finance, the term “Behavioral Finance” has become increasingly popular. This area of study delves into the impact of...

Lori Curtiss
Sep 26, 20231 min read
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Why Financial Psychology is Important to Financial Advisors
No matter what kind of financial advisor you are - whether you’re a financial planner, accountant, mortgage lender - you encounter common...

Lori Curtiss
Sep 25, 20231 min read
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