Oaken Blog

New financial habits for a new year

By Oaken Financial

January 19, 2021

A new year is the perfect time to establish new financial goals and implement improved financial habits to help you reach them. After all, the dead of winter isn’t exactly the most motivating time of year but it is a quiet time of year, which means you have the time to think about what you...read more

An updated money checklist for the new year

By Barry Choi

January 11, 2021

Whenever a new year comes around, many people make resolutions, and oftentimes these resolutions involve their finances. Setting new goals may be a great way to kick off the New Year, but all too often people don’t stick to their plans and usually revert back to their old ways within a few months. To help...read more

How to protect your financial information when online shopping by Oaken Financial

By Oaken Financial

December 14, 2020

Canadians are now online more than ever. So many of our interactions and purchases now happen on the internet, whether it’s connecting with colleagues through video chat, shopping for groceries or buying clothes. In fact, according to Statistics Canada, retail e-commerce sales reached a record $3.9 billion in May 2020, which is more than double...read more

How to transition to a retirement lifestyle

By Barry Choi

December 1, 2020

For most people, once you start to approach your 60s you begin to seriously think about how your life will change in your retirement. While earlier in your career you were more focused on building your retirement savings, thoughts now turn in earnest to the reality of transitioning to a new lifestyle. And while it...read more

These 5 apps can help you save money

By Barry Choi

November 17, 2020

  Most people want to save more money, but it’s not always the easiest thing to do. Your expenses seem to keep adding up yet your income fails to keep pace. What are you supposed to do to put more money in your pocket? You could go through your budget and see what expenses you...read more

Creating a budget that works for you

By Oaken Financial

November 13, 2020

  Budgets are almost a cliché of the personal finance world. Experts tend to overuse the word “budget” to the point where they obscure and complicate what a budget is and how it can help you. That’s why when most people think of a budget, they think of confusing spreadsheets, counting cash out of envelopes,...read more

November is Financial Literacy Month

By Oaken Financial

November 3, 2020

It’s November and we’re excited. The leaves are changing colours, the air is crisp but more importantly, it’s the 10th annual Financial Literacy Month! For 10 years now the Financial Consumer Agency of Canada (FCAC) has worked on spreading the knowledge, skills, and confidence to help you take control of your money. This cause is...read more