6-Steps for Setting and Crushing Your Financial Goals

Want to get richer? Then it’s time to write a financial plan and set financial goals! But here’s the thing. Although studies show that people with a written plan are more likely to feel they’re on track with their savings, a lot of us have no clue how to start one. So what’s the secret?

What’s Your Tax IQ?

Written by Team Optimity (3 min read) When it comes to your income taxes, are you a do-it-yourself tax wiz, or do you prefer to let a professional take care of it all?  Do you know the difference between a T3 and T5? Do you know which expenses related to working from home you can, and … Continue reading What’s Your Tax IQ?