Balance Financial - Shawna McCrea Shawna McCrea

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

“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