The Facts About Money

01/11/2022

We all dream of retirement, or not working and enjoying more free time. But that takes savings and planning. Do you know how much money you need to retire in the lifestyle that you are dreaming about.?

09/18/2021

There are so many different options out there, and affordable ones as well. We don't know when things will change. I had a heart attack at 48. I didn't have a critical illness policy. I sure wish I would have it would have taken a bunch of financial stress away when I was unable to work.

06/22/2021

I read this from a WFG agent in the USA but it pertains to Canadians as well. I love helping educate Canadian families how to win financially it's an educated choice. Where did you learn about money? Are they winning? If not ask me questions on how to win!

It’s painful when you are… saving & investing without certainty & clarity.
It’s painful when you are… Being exposed to market risk & losses.
It’s painful when you are… Putting money in taxable investment accounts like RRSL's & pension funds with no access to it before age 60.
It’s painful when you are… Paying too much in taxes & fees on your investments.
It’s painful when you are… Avoiding the stock market because you don’t understand it.
It’s painful when you are… Being ignored by banks because you don’t have enough money to invest.
It’s painful when you are… Exposing your family to financial hardship in the event of a health challenge or death.
It’s painful when you are… Not prepared financially against loss of income.
It’s painful when you are… Suffering from too much student loan or credit card debt.
It’s painful when you are… Downsizing goals & dreams because of skyrocketing costs, mountains of debt, lack of savings and a lack of understanding about how money works.

06/21/2021

What are you working on?

05/30/2021

Know your facts, or talk to your advisor :)

04/10/2021

02/05/2021

Just a girl living and building her best life. Any questions?

01/22/2021

https://www.facebook.com/WFGOkanagan/videos/2798326733623128/

12/22/2020

Wishing you all a wonderful Christmas Season filled with love, health,wealth and happiness.