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    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blog

Close up portrait of child giving two thumbs up
Laura Boden | May 25, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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A black and white image of a couple laughing
Laura Boden | Apr 25, 2023

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Laura Boden | Mar 25, 2023

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Toddler standing at the bottom of a stone staircase
Laura Boden | Feb 25, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Parent reading a book to their newborn child
Laura Boden | Jan 25, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Laura Boden | Dec 25, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Family sitting at a table together for a holiday dinner
Laura Boden | Nov 25, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Laura Boden | Oct 25, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Laura Boden | Sep 25, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Laura Boden | Aug 25, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A teenager holding a yellow and blue longboard talking to her friend
Laura Boden | Jul 25, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Elderly woman doing yoga in a park
Boden & Associates | Jun 22, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Office

347 Charlotte Street
Suite #100
Peterborough, ON K9J 2W1

Contact Info

P | 705-749-6776
TF | 1-800-634-5134
F | 705-749-6204

 

Laura Boden, B.A., CFP, CLU, CHS
Certified Financial Planner
Investment Advisor
E | laura@bodenandassociates.com

 

Stephanie Armstrong, B.A.
Financial Advisor
E | stephanie@bodenandassociates.com

 

Julia Boden, BBA
Financial Advisor
E | julia@bodenandassociates.com

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