Your client just had twins, now what?
Kelly advises balancing childcare costs, reviewing insurance, and weighing a stay-at-home parentâs impact to manage finances after having twins....
22
Jan
Author: DLD Financial
08
Jan
Small monthly changes can add up over the year to help boost savings
Kelly advises tracking spending and planning for lifestyle creep to grow savings and reach long-term goals....
08
Dec
True or false: Youâll save more when you earn more
Kelly says lifestyle creep can hinder savings growth and advises planning with annual savings increases to stay on track....
17
Nov
Money Thoughts – Q4 2025
DLD Quarterly Money Thoughts (Q4 2025) covers: Federal Budget 2025, a video on a smart investment strategy, Executive Health Plan, and DLD in the media...
16
Nov
Money-Savvy Pig: How a Simple System Is Teaching My Kids Financial Wisdom
Advocisâ Financial Advice for All and CFP Kelly Ho show how the Money-Savvy Pig teaches kids to save, spend, donate, and invest....
24
Oct
Younger Canadians rethink retirement as working less â not giving up work entirely: Survey
Kelly explains how younger Canadians are rethinking retirement, favoring phased work and careful savings planning....
22
Sep
The pros and cons of using life insurance to fund education costs
Whole life insurance can aid education savings, but Kelly Ho says itâs best as a long-term supplement....
20
Aug
Buy now, pay later services are getting popular
âBuy now, pay laterâ can help with big purchases, but experts like Kelly Ho warn that frequent use for everyday expenses can lead to debt....
07
Aug
Talking about money is hard
Rubina Ahmed-Haq, CBCâs Personal Finance Columnist, says money talks between parents and children are increasingly important....
31
Jul
Money Thoughts – Q3 2025
Explore DLD Financialâs Q3 2025 insights: U.S. â China trade shifts, interest rate outlook, economic trends, and team updates....