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How to Make an Allowance Actually Teach Something

Karen Shaw, TEP, CFP®, CIWM Giving a kid an allowance can go one of two ways. Either it’s loose change handed over every Sunday and spent by Monday — or it’s the start of a money conversation that lasts a lifetime. At Birch Bay Wealth Management Inc. we believe it...

The Juggle is Real: Financial Planning When Everything Matters at Once

Karen Shaw, TEP, CFP®, CIWM Mortgage. Retirement. Childcare. Post-secondary education. Groceries. Emergency fund. Entertainment. The list goes on and on. If you’re between 25 and 44, chances are you’re juggling more financial priorities than any other life stage....