Shawna McCrea - Balance Financial

Shawna McCrea - Balance Financial was live.

“$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

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Shawna McCrea - Balance Financial

At what Age are you going to start taking CPP?
Helping YOU Navigate a Financially Successful Life
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

Decisions on when to collect CPP benefits and to convert RRSPs can have a profound effect on clients' retirement income

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Shawna McCrea - Balance Financial

So important to have a valid Will and POA in place.
Over the years I have seen too many situations where these important documents weren't in place which cost family members so much stress and time.
Helping YOU Navigate a Financially Successful Life
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

No matter what stage of life you’re at, or how far along you are in your financial planning, you should have a Will.

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Shawna McCrea - Balance Financial

Looking gift horses in their mouths.

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Shawna McCrea - Balance Financial was live.

“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

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Shawna McCrea - Balance Financial

The TFSA contribution limit for 2022 has been officially released, it is $6,000. The Cumulative contribution room available in 2022 for someone who has never contributed and has been eligible for the TFSA since its introduction in 2009 is $81,500.
Helping YOU Navigate a Financially Successful Life
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

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Food for Thought

Shawna McCrea - Balance Financial