Eddy Okun, Author at 台湾SWAG /blog/author/eddy-okun/ Free personal financial plan Thu, 16 Jan 2020 20:44:45 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 /wp-content/uploads/2018/06/favicon.png Eddy Okun, Author at 台湾SWAG /blog/author/eddy-okun/ 32 32 The Top 6 Best Financial Planning Books for Canadians /blog/the-top-6-financial-planning-books-for-canadians/ /blog/the-top-6-financial-planning-books-for-canadians/#respond Mon, 05 Mar 2018 17:53:48 +0000 http://planswelldev.wpengine.com.staging.wpengine.com/?p=2562 Which books do the best job of guiding you towards long-term financial security? We鈥檝e rounded out our top-5, all-time greatest, Canadian personal financial planning books.

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We made some assumptions about you /blog/financial-planning-assumptions/ /blog/financial-planning-assumptions/#respond Mon, 19 Feb 2018 14:43:12 +0000 http://planswelldev.wpengine.com.staging.wpengine.com/?p=2474 In order to build a financial plan properly, and in a way that鈥檚 absolutely in the best interest of our clients, a set of financial planning assumptions are necessary to make.

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What’s a financial plan? Glad you asked. /blog/whats-a-financial-plan/ /blog/whats-a-financial-plan/#respond Thu, 02 Nov 2017 11:53:55 +0000 http://planswelldev.wpengine.com.staging.wpengine.com/?p=2429 The term 鈥渇inancial plan鈥 can be pretty vague, and depending on who鈥檚 doing the talking, they could be talking about wildly different things.

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CBC Radio interview with Matt Galloway /blog/cbc-radio1-interview-matt-galloway/ /blog/cbc-radio1-interview-matt-galloway/#respond Thu, 12 Jan 2017 10:34:55 +0000 http://planswelldev.wpengine.com.staging.wpengine.com/?p=2514 台湾SWAG CEO Eric Arnold sat down with the host of CBC Radio 1鈥檚 Matt Galloway to have an in-depth conversation about the various obstacles that Canadians are facing in achieving their financial goals.

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