
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
Jun 20, 2022
7 min

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!
Jun 15, 2022
43 min

Well-Being WEDNESDAY at the Rotary Centre for the Arts @John Schlapbach of Visions Healing
May 18, 2022
1 hr 13 min

“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
Apr 25, 2022
2 min

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
Apr 13, 2022
36 min

“What Should I do?” - Money Monday with Shawna McCrea of Balance Financial
In my consulting practice I often get asked what should I do?
Should I sell my house and get a bigger one? Should I change jobs? Should I move?
Only you can determine what your goals are - remove the should.
MY CHALLENGE to you is to reflect on your goals. What do you want? What do you want it to look like?
Wishing you Financial Health | Know your numbers
First phone consultation is COMPLIMENTARY
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy
Apr 4, 2022
2 min

Rochelle McFarlane AT A Well-Being EXPERIENCE 2022 - SPRING Edition Hours of LOCAL Well-Being Practitioners sharing their wisdom to help you Create Your BEST Life #BalAnceWellBeing #BalAnceMembersinAction #CreatingYourBestLife
Mar 31, 2022
43 min

Donna Fairhurst AT
A Well-Being EXPERIENCE 2022 - SPRING Edition
Hours of LOCAL Well-Being Practitioners sharing their wisdom to help you Create Your BEST Life
#BalAnceWellBeing #BalAnceMembersinAction #CreatingYourBestLife
Mar 31, 2022
33 min

“RSPs: The Hidden Truth"- Money Monday with Shawna McCrea of Balance Financial
What do RSPs do exactly?
https://balancefinancial.net/2022/01/rsps-the-hidden-truth/
Helping YOU Navigate a Financially Successful Life
Jan 31, 2022
4 min
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