Your client just had twins, now what?
Kelly advises balancing childcare costs, reviewing insurance, and weighing a stay-at-home parent’s impact to manage finances after having twins....
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At DLD Financial Group, our CFP® professionals share practical insights via articles, commentary, and our Money Thoughts newsletter. We cover investing, taxes, market trends, and financial planning.
Kelly advises balancing childcare costs, reviewing insurance, and weighing a stay-at-home parent’s impact to manage finances after having twins....
MediaKelly advises tracking spending and planning for lifestyle creep to grow savings and reach long-term goals....
MediaOur Founding Partner, David Drummond, CFP®, shares free educational videos on YouTube, breaking down complex financial topics in a clear, approachable way.
> Watch All VideosDLD Quarterly Money Thoughts (Q1 2026) covers: RRSP contribution planning ahead of the Mar 2026 deadline, Fidelity’s market outlook for 2026 and tax-efficient i...
Money ThoughtsDLD Quarterly Money Thoughts (Q4 2025) covers: Federal Budget 2025, a video on a smart investment strategy, Executive Health Plan, and DLD in the media & commun...
Money ThoughtsExplore DLD Financial’s Q3 2025 insights: U.S. – China trade shifts, interest rate outlook, economic trends, and team updates....
Money Thoughts