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What makes financial planning software effective?

What makes retirement projections software good? If you are like me, when you evaluate new software you are looking for specific features. You wonder: “How will this software take care of “X”? Or, “Can it help me with “Y”.

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Interactive Financial Planning: A Game Changer

This article about the importance of interactive financial planning was originally published back in 2016. Today, as we’re working to keep this blog updated, this message is a little bit ironic because here we are today, in the last calendar month of 2023, still...

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The Referability Quadrant: Grow Your Advisory Practice

The Referability Quadrant Over the last few weeks, I decided to take a deep dive into the practices of our top clients in order to distill their approach into a simple framework for what makes them referable. I always take meticulous notes when I see something that...

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Snap Projections Teams Up with WealthBar

We’ve been working hard for the past 5 years to bring you financial planning software that is intuitive, interactive and impactful so that you (and your clients) can easily determine which strategies add to and detract from building long-term, after-tax wealth.

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2018 Federal Budget: Impact on Client Planning

On February 27, 2018 the federal government released Federal Budget 2018. It’s titled, Equality and Growth, A Strong Middle Class. You can view the entire 369 page report at this link, but perhaps first read this quote from Jamie Golombek, Managing Director, Tax and Estate Planning with CIBC in Toronto:

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