Financial Planning Syndicate

Financial Planning Syndicate

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Everything you need to know to migrate your financial planning practice to a fee-based one! Align y You'll be glad you did.

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Scott Plaskett, CFP

Words and Phrases to Avoid in a Difficult Conversation 11/08/2022

Words and Phrases to Avoid in a Difficult Conversation
When you’re having a difficult conversation, it’s common to focus on your own ideas, viewpoints, and feelings. However, a “me-centric” approach can backfire. To achieve your goal, keep the other person’s feelings and opinions in mind by avoiding common mistakes like assuming your viewpoint is obvious, exaggerating, challenging someone’s character or integrity, blaming others for your feelings, telling others what they should do, or saying “it’s not personal”.

Words and Phrases to Avoid in a Difficult Conversation When you’re in the middle of a difficult conversation, it’s common to focus solely on yourself: your ideas, your viewpoint, your feelings. But a “me-centric” approach can backfire. To achieve your goal, you need to think beyond yourself. While crafting your message, you must keep the other p...

Earning Rewards Points as a Family - Money We Have 11/05/2022

Earning Rewards Points as a Family
Earning rewards points as a family is easy if you have the right card. Click here to learn more about the two credit card methods of travel hacking and get an extra sign-up bonus every year as a couple.

Earning Rewards Points as a Family - Money We Have Earning rewards points as a family is essential if you want to travel hack. Find out how this strategy works and what programs allow it.

The Interest Rate In Canada Just Went Up Again & Here's What It Actually Means For Your Wallet 11/02/2022

The Interest Rate in Canada Just Went up Again & Here's What it Actually Means for Your Wallet
The Bank of Canada has once again increased the policy interest rate, bringing it to a new high for the year. Here is what you need to know about whats happening and how it will effect you.

The Interest Rate In Canada Just Went Up Again & Here's What It Actually Means For Your Wallet According to an expert, that stress test might get a bit more stressful.

Fall Travel To Europe: What To Expect — And How To Save Money 10/26/2022

Fall Travel to Europe: What to Expect and how to Save Money
Travel to Europe this fall is booming. Airfares and room rates are falling and all that may leave you wondering if it’s worth visiting Europe this fall. Click here for more!

Fall Travel To Europe: What To Expect — And How To Save Money Demand for travel to Europe remains unseasonably high this fall. Is it still worth visiting?

Dementia Calculator 10/25/2022

Dementia Calculator
The Dementia Calculator was developed to help people 55 years of age and older better understand their brain health and the things they can do to reduce their risk of developing dementia. Click here to take a quick test on how healthy your brain is—and predict your risk of being diagnosed with dementia in the next five years.

Dementia Calculator Dementia: an umbrella term for loss of memory and other thinking abilities severe enough to interfere with daily life. What is your risk of developing Dementia?

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