Get Your Money Moving - Monday Money with Shawna McCrea of Balance Financial MY CHALLENGE to you this week is to look for opportunities to improve your cash flow. Wishing you Financial Health | Know your numbers As you know I love helping people cut through the industry noise that can fuel our fears, and create a financial plan based on your specific life goals. First phone consultation is COMPLIMENTARY This video is only general explanations and education. It's not specific tax, legal or investment advice. Before considering acting on anything you see or hear here, first consult with your tax, legal or investment advisor. #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

Stop Stressing Over Your Money - Monday Money with Shawna McCrea of Balance Financial MY CHALLENGE to you this week is to start, review or revamp your budget. Wishing you Financial Health | Know your numbers As you know I love helping people cut through the industry noise that can fuel our fears, and create a financial plan based on your specific life goals. First phone consultation is COMPLIMENTARY This video is only general explanations and education. It's not specific tax, legal or investment advice. Before considering acting on anything you see or hear here, first consult with your tax, legal or investment advisor. #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

Wishing you Financial Health | Know your numbers As you know I love helping people cut through the industry noise that can fuel our fears, and create a financial plan based on your specific life goals. First phone consultation is COMPLIMENTARY This video is only general explanations and education. It's not specific tax, legal or investment advice. Before considering acting on anything you see or hear here, first consult with your tax, legal or investment advisor. #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

Wishing you Financial Health | Know your numbers As you know I love helping people cut through the industry noise that can fuel our fears, and create a financial plan based on your specific life goals. First phone consultation is COMPLIMENTARY This video is only general explanations and education. It's not specific tax, legal or investment advice. Before considering acting on anything you see or hear here, first consult with your tax, legal or investment advisor. #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

Check out MY Well-Being Wednesday INTERVIEW at the Rotary Centre for the Arts Featuring BalAnce Well-Being Business Member Donna Fairhurst of Soul Full Solutions Challenge refines you or defines you! Surviving & thriving a journey through blindness, polio, divorce, bankruptcy, and multiple “YOYO TO GOD” near-death experiences, empowers Donna Fairhurst to live and teach Zero to Clarity Principles. Pivot powerfully from NO WHERE to NOW HERE. HUMAN BEING versus HUMAN DOING is a choice. Choose to BE NOW HERE!

Well-Being WEDNESDAY at the Rotary Centre for the Arts @John Schlapbach of Visions Healing

“Jessica gets a divorce” - Monday Money Stories with Shawna McCrea of Balance Financial Divorce can be emotional and challenging.  It can be a financial wreck that leads to a large drop in your standard of living. You need to separate your emotions from your finances.  Get support.  Get paperwork organized.  Educate yourself. Contentious or Amicable What stage Talk about joint assets, income and liabilities and freezing joint accounts Court decides, not spouse Children and support Counselling MY CHALLENGE to you is to consider the possibility of a divorce Wishing you Financial Health | Know your numbers As you know I love helping people cut through the industry noise that can fuel our fears, and create a financial plan based on your specific life goals. First phone consultation is COMPLIMENTARY This video is only general explanations and education. It's not specific tax, legal or investment advice. Before considering acting on anything you see or hear here, first consult with your tax, legal or investment advisor. #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

“Child-rearing provisions” - Money Monday with Shawna McCrea of Balance Financial If you took time off from work or worked less to look after your young children (up to age 7), you may be able to increase the amount of your CPP retirement pension and other CPP benefits with the child-rearing provisions. No one does this for you, you have to remember to do this on your own. If you are already collecting CPP you can still apply. MY CHALLENGE to you is to review your retirement plan to make sure you are on track. Wishing you Financial Health | Know your numbers As you know I love helping people cut through the industry noise that can fuel our fears, and create a financial plan based on your specific life goals. First phone consultation is COMPLIMENTARY #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

“Tax-Free First Home Savings Account ("FHSA")” - Money Monday with Shawna McCrea of Balance Financial The FHSA is a proposed registered savings account that will allow individuals to make deductible contributions of up to $8,000 annually to a maximum of $40,000 for the purpose of purchasing their first home. Intended to help individuals save for their first home. Available starting in 2023. Contributions to the FHSA would be deductible from income and can come from existing RSPs Qualifying withdrawals for a first home purchase would not be taxable. - Income earned in the account would not be taxable. Tax Free Going In Tax Free Coming Out If you don’t buy a home within 15 years, you’ve got to close the account And then, you can transfer what’s left into an RRSP or Registered Retirement Income Fund (RRIF), or pay taxes on it MY CHALLENGE to you is to let people know about the FHSA Wishing you Financial Health | Know your numbers Having my own practice I get to put clients before shareholders First phone consultation is COMPLIMENTARY #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

Check out MY Well-Being Wednesday INTERVIEW at the Rotary Centre for the Arts Featuring BalAnce Well-Being Business Member Elizabeth Beeds of Interior Wellness