“What do you like most about what you are doing?" - Money Monday with Shawna McCrea - Balance Financial

Year end is a great time to do an annual review of your financial plan.

What do you like, what don’t you like and what needs to be adjusted?

Helping YOU Navigate a Financially Successful Life

First phone consultation is COMPLIMENTARY  https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

WEDNESDAY Well-Being at the Rotary Centre for the Arts with Alisa Farr of Flourish Sound + Wellness Inc. https://www.flourishsoundandwellness.ca

“$1200 BC RESP Grant" - Money Monday with Shawna McCrea - Balance Financial

Between a child's 6th birthday and their 9th

https://www2.gov.bc.ca/gov/content/education-training/k-12/support/scholarships/bc-training-and-education-savings-grant

Helping YOU Navigate a Financially Successful Life

First phone consultation is COMPLIMENTARY  https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

“Retirement can last 25-30 years" - Money Monday with Shawna McCrea - Balance Financial

So many of us just focus on today and don’t want to plan for the future.

Imagine your life at 80 what do you want it to look like?

Even starting to save small amounts will help your future lifestyle.

Helping YOU Navigate a Financially Successful Life

First phone consultation is COMPLIMENTARY  https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

“Do you watch your TFSA & RSP room #s?" - Money Monday with Shawna McCrea - Balance Financial

When discussing contribution room for TFSAs and RSPs people can find this confusing.

Can be a costly mistake if you over contribute or you can be missing out on tax savings.

CRA MyAccount have all those numbers available for us to look at.

https://www.canada.ca/en/revenue-agency/services/e-services/e-services-individuals/account-individuals.html

Helping YOU Navigate a Financially Successful Life

First phone consultation is COMPLIMENTARY  https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

“Wealth Umbrellas - types of accounts vs types of investments" - Money Monday with Shawna McCrea - Balance Financial

We are all bombarded by sensationalized headlines regarding the market that instil fear or greed.

These potential emotional tiggers do little to help us make better decisions and instead encourage emotional speculating.

It’s important to invest according to sound principles and reasoning and look past the noise from the media.

Helping YOU Navigate a Financially Successful Life First phone consultation is COMPLIMENTARY  https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

“Are you influenced by emotional speculations?" - Money Monday with Shawna McCrea - Balance Financial

We are all bombarded by sensationalized headlines regarding the market that instil fear or greed.

These potential emotional tiggers do little to help us make better decisions and instead encourage emotional speculating.

It’s important to invest according to sound principles and reasoning and look past the noise from the media.

Helping YOU Navigate a Financially Successful Life First phone consultation is COMPLIMENTARY  https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

“What are you currently doing in preparation for your financial future?" - Money Monday with Shawna McCrea - Balance Financial

Helping YOU Navigate a Financially Successful Life

 First phone consultation is COMPLIMENTARY  

https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

“Paying down debt is a savings strategy" - Money Monday with Shawna McCrea - Balance FinancialHelping YOU Navigate a Financially Successful Life First phone consultation is COMPLIMENTARY  

“If you had a magic wand what would you change about your financial health?" - Money Monday with Shawna McCrea - Balance Financial