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Building a strong finanical foundation requires aligning your mindset with your purpose and intentions.
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๐๐ก๐ ๐๐ญ๐ก๐๐ซ ๐๐ข๐๐ ๐จ๐ ๐๐ข๐ฌ๐ข๐ง๐ ๐๐ง๐ญ๐๐ซ๐๐ฌ๐ญ ๐๐๐ญ๐๐ฌ.
We often associate rising interest rates with weaker financial markets. But is that always the case?
๐๐จ๐ญ ๐ง๐๐๐๐ฌ๐ฌ๐๐ซ๐ข๐ฅ๐ฒ.
I recently came across an interesting analysis by @@Denise Chisholm Director of Quantitative Market Strategy of Fidelity Investments that challenges this assumption.
๐๐๐ซ๐ ๐๐ซ๐ ๐ญ๐ก๐ซ๐๐ ๐ญ๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ:
๐ฉHigher rates don't always mean weaker markets. Sometimes central banks raise rates because the economy is growing
๐ฉGrowth investments can still perform well. Historically, technology stocks outperformed the broader market nearly 80% of the time under certain modest rate-hiking conditions.
๐ฉDefensive isn't always better. Moving into traditionally defensive sectors simply because rates are rising hasn't always produced better results.
๐๐ก๐๐ญ ๐๐จ๐๐ฌ ๐ญ๐ก๐ข๐ฌ ๐ฆ๐๐๐ง ๐๐จ๐ซ ๐ข๐ง๐ฏ๐๐ฌ๐ญ๐จ๐ซ๐ฌ?
Interest rates are only one piece of the puzzle. Economic growth, corporate earnings, and valuations matter too. Before reacting to the next headline, consider the bigger picture.
Successful financial planning isn't about predicting every market movement. It's about making informed decisions that support your long-term goals.
๐๐ญ ๐๐ฅ๐ฅ ๐ฌ๐ญ๐๐ซ๐ญ๐ฌ ๐ฐ๐ข๐ญ๐ก ๐ ๐๐จ๐ง๐ฏ๐๐ซ๐ฌ๐๐ญ๐ข๐จ๐ง. ๐๐๐ญ'๐ฌ ๐๐จ๐ง๐ง๐๐๐ญ.
Source: Denise Chisholm, Fidelity Investments, โDo Rate Hikes Call for Defense?โ
https://www.linkedin.com/pulse/do-rate-hikes-call-defense-denise-chisholm-0lysc
We often associate rising interest rates with weaker financial markets. But is that always the case?
๐๐จ๐ญ ๐ง๐๐๐๐ฌ๐ฌ๐๐ซ๐ข๐ฅ๐ฒ.
I recently came across an interesting analysis by @@Denise Chisholm Director of Quantitative Market Strategy of Fidelity Investments that challenges this assumption.
๐๐๐ซ๐ ๐๐ซ๐ ๐ญ๐ก๐ซ๐๐ ๐ญ๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ:
๐ฉHigher rates don't always mean weaker markets. Sometimes central banks raise rates because the economy is growing
๐ฉGrowth investments can still perform well. Historically, technology stocks outperformed the broader market nearly 80% of the time under certain modest rate-hiking conditions.
๐ฉDefensive isn't always better. Moving into traditionally defensive sectors simply because rates are rising hasn't always produced better results.
๐๐ก๐๐ญ ๐๐จ๐๐ฌ ๐ญ๐ก๐ข๐ฌ ๐ฆ๐๐๐ง ๐๐จ๐ซ ๐ข๐ง๐ฏ๐๐ฌ๐ญ๐จ๐ซ๐ฌ?
Interest rates are only one piece of the puzzle. Economic growth, corporate earnings, and valuations matter too. Before reacting to the next headline, consider the bigger picture.
Successful financial planning isn't about predicting every market movement. It's about making informed decisions that support your long-term goals.
๐๐ญ ๐๐ฅ๐ฅ ๐ฌ๐ญ๐๐ซ๐ญ๐ฌ ๐ฐ๐ข๐ญ๐ก ๐ ๐๐จ๐ง๐ฏ๐๐ซ๐ฌ๐๐ญ๐ข๐จ๐ง. ๐๐๐ญ'๐ฌ ๐๐จ๐ง๐ง๐๐๐ญ.
Source: Denise Chisholm, Fidelity Investments, โDo Rate Hikes Call for Defense?โ
https://www.linkedin.com/pulse/do-rate-hikes-call-defense-denise-chisholm-0lysc
๐๐ก๐ ๐๐ญ๐ก๐๐ซ ๐๐ข๐๐ ๐จ๐ ๐๐ข๐ฌ๐ข๐ง๐ ๐๐ง๐ญ๐๐ซ๐๐ฌ๐ญ ๐๐๐ญ๐๐ฌ.
We often associate rising interest rates with weaker financial markets. But is that always the case?
๐๐จ๐ญ ๐ง๐๐๐๐ฌ๐ฌ๐๐ซ๐ข๐ฅ๐ฒ.
I recently came across an interesting analysis by @@Denise Chisholm Director of Quantitative Market Strategy of Fidelity Investments that challenges this assumption.
๐๐๐ซ๐ ๐๐ซ๐ ๐ญ๐ก๐ซ๐๐ ๐ญ๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ:
๐ฉHigher rates don't always mean weaker markets. Sometimes central banks raise rates because the economy is growing
๐ฉGrowth investments can still perform well. Historically, technology stocks outperformed the broader market nearly 80% of the time under certain modest rate-hiking conditions.
๐ฉDefensive isn't always better. Moving into traditionally defensive sectors simply because rates are rising hasn't always produced better results.
๐๐ก๐๐ญ ๐๐จ๐๐ฌ ๐ญ๐ก๐ข๐ฌ ๐ฆ๐๐๐ง ๐๐จ๐ซ ๐ข๐ง๐ฏ๐๐ฌ๐ญ๐จ๐ซ๐ฌ?
Interest rates are only one piece of the puzzle. Economic growth, corporate earnings, and valuations matter too. Before reacting to the next headline, consider the bigger picture.
Successful financial planning isn't about predicting every market movement. It's about making informed decisions that support your long-term goals.
๐๐ญ ๐๐ฅ๐ฅ ๐ฌ๐ญ๐๐ซ๐ญ๐ฌ ๐ฐ๐ข๐ญ๐ก ๐ ๐๐จ๐ง๐ฏ๐๐ซ๐ฌ๐๐ญ๐ข๐จ๐ง. ๐๐๐ญ'๐ฌ ๐๐จ๐ง๐ง๐๐๐ญ.
Source: Denise Chisholm, Fidelity Investments, โDo Rate Hikes Call for Defense?โ
https://www.linkedin.com/pulse/do-rate-hikes-call-defense-denise-chisholm-0lysc
We often associate rising interest rates with weaker financial markets. But is that always the case?
๐๐จ๐ญ ๐ง๐๐๐๐ฌ๐ฌ๐๐ซ๐ข๐ฅ๐ฒ.
I recently came across an interesting analysis by @@Denise Chisholm Director of Quantitative Market Strategy of Fidelity Investments that challenges this assumption.
๐๐๐ซ๐ ๐๐ซ๐ ๐ญ๐ก๐ซ๐๐ ๐ญ๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ:
๐ฉHigher rates don't always mean weaker markets. Sometimes central banks raise rates because the economy is growing
๐ฉGrowth investments can still perform well. Historically, technology stocks outperformed the broader market nearly 80% of the time under certain modest rate-hiking conditions.
๐ฉDefensive isn't always better. Moving into traditionally defensive sectors simply because rates are rising hasn't always produced better results.
๐๐ก๐๐ญ ๐๐จ๐๐ฌ ๐ญ๐ก๐ข๐ฌ ๐ฆ๐๐๐ง ๐๐จ๐ซ ๐ข๐ง๐ฏ๐๐ฌ๐ญ๐จ๐ซ๐ฌ?
Interest rates are only one piece of the puzzle. Economic growth, corporate earnings, and valuations matter too. Before reacting to the next headline, consider the bigger picture.
Successful financial planning isn't about predicting every market movement. It's about making informed decisions that support your long-term goals.
๐๐ญ ๐๐ฅ๐ฅ ๐ฌ๐ญ๐๐ซ๐ญ๐ฌ ๐ฐ๐ข๐ญ๐ก ๐ ๐๐จ๐ง๐ฏ๐๐ซ๐ฌ๐๐ญ๐ข๐จ๐ง. ๐๐๐ญ'๐ฌ ๐๐จ๐ง๐ง๐๐๐ญ.
Source: Denise Chisholm, Fidelity Investments, โDo Rate Hikes Call for Defense?โ
https://www.linkedin.com/pulse/do-rate-hikes-call-defense-denise-chisholm-0lysc
๐๐ก๐ ๐ฉ๐๐จ๐ฉ๐ฅ๐ ๐ฐ๐ก๐จ ๐ฅ๐จ๐ฏ๐ ๐ฒ๐จ๐ฎ ๐ฐ๐๐ง๐ญ ๐ญ๐ก๐ ๐๐๐ฌ๐ญ ๐๐จ๐ซ ๐ฒ๐จ๐ฎ. ๐๐ฎ๐ญ ๐ญ๐ก๐๐ข๐ซ ๐๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐๐ฏ๐ข๐๐ ๐ฆ๐๐ฒ ๐ง๐จ๐ญ ๐๐ฅ๐ฐ๐๐ฒ๐ฌ ๐๐ ๐ญ๐ก๐ ๐๐๐ฌ๐ญ ๐๐ข๐ญ ๐๐จ๐ซ ๐ฒ๐จ๐ฎ.
With todayโs market headlines focused on rising oil prices, inflation concerns and renewed questions about spending on artificial intelligence, there is plenty for investors to consider. And plenty of opinions about what to do next.
โI would move everything to cash.โ
โYou should buy what I bought.โ
โThis worked for me; you should do the same.โ
These suggestions may come from a place of love. But they can also reflect someone elseโs experiences, fears and past successes. Our investment experiences and beliefs help shape how we view risk, and that perspective is personal.
๐๐จ๐จ๐ ๐ข๐ง๐ญ๐๐ง๐ญ๐ข๐จ๐ง๐ฌ ๐๐ซ๐ ๐ง๐จ๐ญ ๐ญ๐ก๐ ๐ฌ๐๐ฆ๐ ๐๐ฌ ๐ฉ๐๐ซ๐ฌ๐จ๐ง๐๐ฅ๐ข๐ณ๐๐ ๐๐๐ฏ๐ข๐๐.
Their timeline, financial responsibilities and ability to navigate volatility may be different. Advice should take those differences into account, not assume that what worked for one person will work for another.
๐๐๐๐จ๐ซ๐ ๐๐๐ญ๐ข๐ง๐ ๐จ๐ง ๐ ๐ซ๐๐๐จ๐ฆ๐ฆ๐๐ง๐๐๐ญ๐ข๐จ๐ง, ๐๐ฌ๐ค ๐ฒ๐จ๐ฎ๐ซ๐ฌ๐๐ฅ๐: โIs this based on their experience, or on a thoughtful assessment of my situation?โ
๐ฆYou can appreciate the people who care about you while seeking an objective assessment of what is appropriate for you.
๐ฆListen with appreciation. Decide with perspective. Plan for your life, not someone elseโs.
Let's start the conversation. Letโs connect.
With todayโs market headlines focused on rising oil prices, inflation concerns and renewed questions about spending on artificial intelligence, there is plenty for investors to consider. And plenty of opinions about what to do next.
โI would move everything to cash.โ
โYou should buy what I bought.โ
โThis worked for me; you should do the same.โ
These suggestions may come from a place of love. But they can also reflect someone elseโs experiences, fears and past successes. Our investment experiences and beliefs help shape how we view risk, and that perspective is personal.
๐๐จ๐จ๐ ๐ข๐ง๐ญ๐๐ง๐ญ๐ข๐จ๐ง๐ฌ ๐๐ซ๐ ๐ง๐จ๐ญ ๐ญ๐ก๐ ๐ฌ๐๐ฆ๐ ๐๐ฌ ๐ฉ๐๐ซ๐ฌ๐จ๐ง๐๐ฅ๐ข๐ณ๐๐ ๐๐๐ฏ๐ข๐๐.
Their timeline, financial responsibilities and ability to navigate volatility may be different. Advice should take those differences into account, not assume that what worked for one person will work for another.
๐๐๐๐จ๐ซ๐ ๐๐๐ญ๐ข๐ง๐ ๐จ๐ง ๐ ๐ซ๐๐๐จ๐ฆ๐ฆ๐๐ง๐๐๐ญ๐ข๐จ๐ง, ๐๐ฌ๐ค ๐ฒ๐จ๐ฎ๐ซ๐ฌ๐๐ฅ๐: โIs this based on their experience, or on a thoughtful assessment of my situation?โ
๐ฆYou can appreciate the people who care about you while seeking an objective assessment of what is appropriate for you.
๐ฆListen with appreciation. Decide with perspective. Plan for your life, not someone elseโs.
Let's start the conversation. Letโs connect.
๐๐ก๐ ๐ฉ๐๐จ๐ฉ๐ฅ๐ ๐ฐ๐ก๐จ ๐ฅ๐จ๐ฏ๐ ๐ฒ๐จ๐ฎ ๐ฐ๐๐ง๐ญ ๐ญ๐ก๐ ๐๐๐ฌ๐ญ ๐๐จ๐ซ ๐ฒ๐จ๐ฎ. ๐๐ฎ๐ญ ๐ญ๐ก๐๐ข๐ซ ๐๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐๐ฏ๐ข๐๐ ๐ฆ๐๐ฒ ๐ง๐จ๐ญ ๐๐ฅ๐ฐ๐๐ฒ๐ฌ ๐๐ ๐ญ๐ก๐ ๐๐๐ฌ๐ญ ๐๐ข๐ญ ๐๐จ๐ซ ๐ฒ๐จ๐ฎ.
With todayโs market headlines focused on rising oil prices, inflation concerns and renewed questions about spending on artificial intelligence, there is plenty for investors to consider. And plenty of opinions about what to do next.
โI would move everything to cash.โ
โYou should buy what I bought.โ
โThis worked for me; you should do the same.โ
These suggestions may come from a place of love. But they can also reflect someone elseโs experiences, fears and past successes. Our investment experiences and beliefs help shape how we view risk, and that perspective is personal.
๐๐จ๐จ๐ ๐ข๐ง๐ญ๐๐ง๐ญ๐ข๐จ๐ง๐ฌ ๐๐ซ๐ ๐ง๐จ๐ญ ๐ญ๐ก๐ ๐ฌ๐๐ฆ๐ ๐๐ฌ ๐ฉ๐๐ซ๐ฌ๐จ๐ง๐๐ฅ๐ข๐ณ๐๐ ๐๐๐ฏ๐ข๐๐.
Their timeline, financial responsibilities and ability to navigate volatility may be different. Advice should take those differences into account, not assume that what worked for one person will work for another.
๐๐๐๐จ๐ซ๐ ๐๐๐ญ๐ข๐ง๐ ๐จ๐ง ๐ ๐ซ๐๐๐จ๐ฆ๐ฆ๐๐ง๐๐๐ญ๐ข๐จ๐ง, ๐๐ฌ๐ค ๐ฒ๐จ๐ฎ๐ซ๐ฌ๐๐ฅ๐: โIs this based on their experience, or on a thoughtful assessment of my situation?โ
๐ฆYou can appreciate the people who care about you while seeking an objective assessment of what is appropriate for you.
๐ฆListen with appreciation. Decide with perspective. Plan for your life, not someone elseโs.
Let's start the conversation. Letโs connect.
With todayโs market headlines focused on rising oil prices, inflation concerns and renewed questions about spending on artificial intelligence, there is plenty for investors to consider. And plenty of opinions about what to do next.
โI would move everything to cash.โ
โYou should buy what I bought.โ
โThis worked for me; you should do the same.โ
These suggestions may come from a place of love. But they can also reflect someone elseโs experiences, fears and past successes. Our investment experiences and beliefs help shape how we view risk, and that perspective is personal.
๐๐จ๐จ๐ ๐ข๐ง๐ญ๐๐ง๐ญ๐ข๐จ๐ง๐ฌ ๐๐ซ๐ ๐ง๐จ๐ญ ๐ญ๐ก๐ ๐ฌ๐๐ฆ๐ ๐๐ฌ ๐ฉ๐๐ซ๐ฌ๐จ๐ง๐๐ฅ๐ข๐ณ๐๐ ๐๐๐ฏ๐ข๐๐.
Their timeline, financial responsibilities and ability to navigate volatility may be different. Advice should take those differences into account, not assume that what worked for one person will work for another.
๐๐๐๐จ๐ซ๐ ๐๐๐ญ๐ข๐ง๐ ๐จ๐ง ๐ ๐ซ๐๐๐จ๐ฆ๐ฆ๐๐ง๐๐๐ญ๐ข๐จ๐ง, ๐๐ฌ๐ค ๐ฒ๐จ๐ฎ๐ซ๐ฌ๐๐ฅ๐: โIs this based on their experience, or on a thoughtful assessment of my situation?โ
๐ฆYou can appreciate the people who care about you while seeking an objective assessment of what is appropriate for you.
๐ฆListen with appreciation. Decide with perspective. Plan for your life, not someone elseโs.
Let's start the conversation. Letโs connect.
Focus on the Signal, Not the Noise.
Markets fluctuate. Headlines change. Uncertainty will always be part of investing.
But here's something I often remind my clients: Your investment strategy should be guided by what matters most in your life, not by the dayly market headlines.
So, let me ask you:
Whatโs your Signal?
๐Buying your next home or creating a place to call your own.
๐Saving for that special goal you've been dreaming about.
๐Welcoming a new child or grandchild into your family.
๐Planning for a retirement filled with purpose, freedom, and new experiences.
๐Helping your children build a strong financial future.
๐Building a meaningful legacy for your family and the causes close to your heart.
The markets may create the noise, but your life goals give your financial plan its purpose and its direction. And that's where I encourage you to keep your focus.
It all starts with the the right conversation. Let's connect๐งญ
Markets fluctuate. Headlines change. Uncertainty will always be part of investing.
But here's something I often remind my clients: Your investment strategy should be guided by what matters most in your life, not by the dayly market headlines.
So, let me ask you:
Whatโs your Signal?
๐Buying your next home or creating a place to call your own.
๐Saving for that special goal you've been dreaming about.
๐Welcoming a new child or grandchild into your family.
๐Planning for a retirement filled with purpose, freedom, and new experiences.
๐Helping your children build a strong financial future.
๐Building a meaningful legacy for your family and the causes close to your heart.
The markets may create the noise, but your life goals give your financial plan its purpose and its direction. And that's where I encourage you to keep your focus.
It all starts with the the right conversation. Let's connect๐งญ
Focus on the Signal, Not the Noise.
Markets fluctuate. Headlines change. Uncertainty will always be part of investing.
But here's something I often remind my clients: Your investment strategy should be guided by what matters most in your life, not by the dayly market headlines.
So, let me ask you:
Whatโs your Signal?
๐Buying your next home or creating a place to call your own.
๐Saving for that special goal you've been dreaming about.
๐Welcoming a new child or grandchild into your family.
๐Planning for a retirement filled with purpose, freedom, and new experiences.
๐Helping your children build a strong financial future.
๐Building a meaningful legacy for your family and the causes close to your heart.
The markets may create the noise, but your life goals give your financial plan its purpose and its direction. And that's where I encourage you to keep your focus.
It all starts with the the right conversation. Let's connect๐งญ
Markets fluctuate. Headlines change. Uncertainty will always be part of investing.
But here's something I often remind my clients: Your investment strategy should be guided by what matters most in your life, not by the dayly market headlines.
So, let me ask you:
Whatโs your Signal?
๐Buying your next home or creating a place to call your own.
๐Saving for that special goal you've been dreaming about.
๐Welcoming a new child or grandchild into your family.
๐Planning for a retirement filled with purpose, freedom, and new experiences.
๐Helping your children build a strong financial future.
๐Building a meaningful legacy for your family and the causes close to your heart.
The markets may create the noise, but your life goals give your financial plan its purpose and its direction. And that's where I encourage you to keep your focus.
It all starts with the the right conversation. Let's connect๐งญ
A litte Thanksgiving tradition, fresh from my oven, homemade pumpkin pie.๐
Wishing you a beautiful Thanksgiving filled with love, gratitute and cherised moments.๐ป๐ฆ๐งก
Wishing you a beautiful Thanksgiving filled with love, gratitute and cherised moments.๐ป๐ฆ๐งก
A litte Thanksgiving tradition, fresh from my oven, homemade pumpkin pie.๐
Wishing you a beautiful Thanksgiving filled with love, gratitute and cherised moments.๐ป๐ฆ๐งก
Wishing you a beautiful Thanksgiving filled with love, gratitute and cherised moments.๐ป๐ฆ๐งก
Retirement Planning for Women: What Matters Beyond Retirement Savings?
Retirement planning is about much more than how much you've saved. Women often face a different financial reality including longer lifespans, potentially higher healthcare costs, and, on average, lower retirement savings.
Ideally, retirement planning should begin at least a decade before retirement. But if you haven't started yet, start where you are.
Think holistically about:
๐Retirement income planning: How will you turn your savings into sustainable income? When should you begin CPP and OAS? How will pensions, investments and other income sources work together
๐Healthcare and long-term care: What type of care would you prefer, who would support you, and how would you pay for it?
๐Important documents: Are your will, powers of attorney, beneficiaries and financial information organized and current?
๐Your people and your purpose: Don't just plan how you'll spend your money. Plan how you'll spend your time and with whom.
Retirement can be the beginning of an entirely new chapter. Plan for the income you'll need, the care you may need, and most importantly, the life you want to live.
Your retirement plan starts with a conversation. Let's Connect | Book a Meeting
Retirement planning is about much more than how much you've saved. Women often face a different financial reality including longer lifespans, potentially higher healthcare costs, and, on average, lower retirement savings.
Ideally, retirement planning should begin at least a decade before retirement. But if you haven't started yet, start where you are.
Think holistically about:
๐Retirement income planning: How will you turn your savings into sustainable income? When should you begin CPP and OAS? How will pensions, investments and other income sources work together
๐Healthcare and long-term care: What type of care would you prefer, who would support you, and how would you pay for it?
๐Important documents: Are your will, powers of attorney, beneficiaries and financial information organized and current?
๐Your people and your purpose: Don't just plan how you'll spend your money. Plan how you'll spend your time and with whom.
Retirement can be the beginning of an entirely new chapter. Plan for the income you'll need, the care you may need, and most importantly, the life you want to live.
Your retirement plan starts with a conversation. Let's Connect | Book a Meeting
Retirement Planning for Women: What Matters Beyond Retirement Savings?
Retirement planning is about much more than how much you've saved. Women often face a different financial reality including longer lifespans, potentially higher healthcare costs, and, on average, lower retirement savings.
Ideally, retirement planning should begin at least a decade before retirement. But if you haven't started yet, start where you are.
Think holistically about:
๐Retirement income planning: How will you turn your savings into sustainable income? When should you begin CPP and OAS? How will pensions, investments and other income sources work together
๐Healthcare and long-term care: What type of care would you prefer, who would support you, and how would you pay for it?
๐Important documents: Are your will, powers of attorney, beneficiaries and financial information organized and current?
๐Your people and your purpose: Don't just plan how you'll spend your money. Plan how you'll spend your time and with whom.
Retirement can be the beginning of an entirely new chapter. Plan for the income you'll need, the care you may need, and most importantly, the life you want to live.
Your retirement plan starts with a conversation. Let's Connect | Book a Meeting
Retirement planning is about much more than how much you've saved. Women often face a different financial reality including longer lifespans, potentially higher healthcare costs, and, on average, lower retirement savings.
Ideally, retirement planning should begin at least a decade before retirement. But if you haven't started yet, start where you are.
Think holistically about:
๐Retirement income planning: How will you turn your savings into sustainable income? When should you begin CPP and OAS? How will pensions, investments and other income sources work together
๐Healthcare and long-term care: What type of care would you prefer, who would support you, and how would you pay for it?
๐Important documents: Are your will, powers of attorney, beneficiaries and financial information organized and current?
๐Your people and your purpose: Don't just plan how you'll spend your money. Plan how you'll spend your time and with whom.
Retirement can be the beginning of an entirely new chapter. Plan for the income you'll need, the care you may need, and most importantly, the life you want to live.
Your retirement plan starts with a conversation. Let's Connect | Book a Meeting
6 ๐๐๐ฑ ๐๐ฅ๐๐ง๐ง๐ข๐ง๐ ๐๐จ๐ง๐ฏ๐๐ซ๐ฌ๐๐ญ๐ข๐จ๐ง๐ฌ ๐๐จ๐ซ๐ญ๐ก ๐๐๐ฏ๐ข๐ง๐ ๐๐๐๐จ๐ซ๐ ๐๐๐๐ซ-๐๐ง๐
๐งญ๐๐๐ฏ๐ข๐๐ฐ ๐ฒ๐จ๐ฎ๐ซ ๐ข๐ง๐๐จ๐ฆ๐ ๐๐ง๐ ๐ญ๐๐ฑ ๐ฌ๐ญ๐ซ๐๐ญ๐๐ ๐ฒ: Has your income changed?
Review your tax strategy now to avoid surprises at tax time and identify planning opportunities.
๐งญ๐๐๐ฏ๐ข๐๐ฐ ๐ง๐จ๐ง-๐ซ๐๐ ๐ข๐ฌ๐ญ๐๐ซ๐๐ ๐ข๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ๐ฌ: Consider realizing capital losses, where appropriate, to offset capital gains and improve after-tax returns.
๐งญ๐๐๐ฑ๐ข๐ฆ๐ข๐ณ๐ ๐ซ๐๐ ๐ข๐ฌ๐ญ๐๐ซ๐๐ ๐๐๐๐จ๐ฎ๐ง๐ญ๐ฌ: Review your RRSP, TFSA and FHSA contribution room to ensure you're making the most of available tax advantages.
๐งญ๐๐ฅ๐๐ง ๐ฒ๐จ๐ฎ๐ซ ๐๐ก๐๐ซ๐ข๐ญ๐๐๐ฅ๐ ๐ ๐ข๐ฏ๐ข๐ง๐ : If philanthropy is important to you, consider donating appreciated securities or using a ๐๐จ๐ง๐จ๐ซ ๐๐๐ฏ๐ข๐ฌ๐๐ ๐ ๐ฎ๐ง๐ (๐๐๐ ) It can provide an immediate tax receipt while allowing you to support your favourite charities over time.
๐งญ๐๐๐ฏ๐ข๐๐ฐ ๐ซ๐๐ญ๐ข๐ซ๐๐ฆ๐๐ง๐ญ ๐ข๐ง๐๐จ๐ฆ๐ ๐ฉ๐ฅ๐๐ง๐ง๐ข๐ง๐ : Review RRIF withdrawals, pension income, and other income sources to help manage taxes and preserve government benefits where appropriate.
๐งญ๐๐ก๐ข๐ง๐ค ๐๐๐ฒ๐จ๐ง๐ ๐๐๐ฑ๐๐ฌ - ๐๐ฅ๐๐ง ๐๐ก๐๐๐: Many tax planning opportunities including income splitting, corporate planning, capital gains planning and estate planning are more effective when started before December.
The best tax planning happens before year-end not during tax season. A mid-year review gives you time to make informed decisions and potentially reduce your tax bill while staying aligned with your long-term financial goals๐งญ
๐งญ๐๐๐ฏ๐ข๐๐ฐ ๐ฒ๐จ๐ฎ๐ซ ๐ข๐ง๐๐จ๐ฆ๐ ๐๐ง๐ ๐ญ๐๐ฑ ๐ฌ๐ญ๐ซ๐๐ญ๐๐ ๐ฒ: Has your income changed?
Review your tax strategy now to avoid surprises at tax time and identify planning opportunities.
๐งญ๐๐๐ฏ๐ข๐๐ฐ ๐ง๐จ๐ง-๐ซ๐๐ ๐ข๐ฌ๐ญ๐๐ซ๐๐ ๐ข๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ๐ฌ: Consider realizing capital losses, where appropriate, to offset capital gains and improve after-tax returns.
๐งญ๐๐๐ฑ๐ข๐ฆ๐ข๐ณ๐ ๐ซ๐๐ ๐ข๐ฌ๐ญ๐๐ซ๐๐ ๐๐๐๐จ๐ฎ๐ง๐ญ๐ฌ: Review your RRSP, TFSA and FHSA contribution room to ensure you're making the most of available tax advantages.
๐งญ๐๐ฅ๐๐ง ๐ฒ๐จ๐ฎ๐ซ ๐๐ก๐๐ซ๐ข๐ญ๐๐๐ฅ๐ ๐ ๐ข๐ฏ๐ข๐ง๐ : If philanthropy is important to you, consider donating appreciated securities or using a ๐๐จ๐ง๐จ๐ซ ๐๐๐ฏ๐ข๐ฌ๐๐ ๐ ๐ฎ๐ง๐ (๐๐๐ ) It can provide an immediate tax receipt while allowing you to support your favourite charities over time.
๐งญ๐๐๐ฏ๐ข๐๐ฐ ๐ซ๐๐ญ๐ข๐ซ๐๐ฆ๐๐ง๐ญ ๐ข๐ง๐๐จ๐ฆ๐ ๐ฉ๐ฅ๐๐ง๐ง๐ข๐ง๐ : Review RRIF withdrawals, pension income, and other income sources to help manage taxes and preserve government benefits where appropriate.
๐งญ๐๐ก๐ข๐ง๐ค ๐๐๐ฒ๐จ๐ง๐ ๐๐๐ฑ๐๐ฌ - ๐๐ฅ๐๐ง ๐๐ก๐๐๐: Many tax planning opportunities including income splitting, corporate planning, capital gains planning and estate planning are more effective when started before December.
The best tax planning happens before year-end not during tax season. A mid-year review gives you time to make informed decisions and potentially reduce your tax bill while staying aligned with your long-term financial goals๐งญ
6 ๐๐๐ฑ ๐๐ฅ๐๐ง๐ง๐ข๐ง๐ ๐๐จ๐ง๐ฏ๐๐ซ๐ฌ๐๐ญ๐ข๐จ๐ง๐ฌ ๐๐จ๐ซ๐ญ๐ก ๐๐๐ฏ๐ข๐ง๐ ๐๐๐๐จ๐ซ๐ ๐๐๐๐ซ-๐๐ง๐
๐งญ๐๐๐ฏ๐ข๐๐ฐ ๐ฒ๐จ๐ฎ๐ซ ๐ข๐ง๐๐จ๐ฆ๐ ๐๐ง๐ ๐ญ๐๐ฑ ๐ฌ๐ญ๐ซ๐๐ญ๐๐ ๐ฒ: Has your income changed?
Review your tax strategy now to avoid surprises at tax time and identify planning opportunities.
๐งญ๐๐๐ฏ๐ข๐๐ฐ ๐ง๐จ๐ง-๐ซ๐๐ ๐ข๐ฌ๐ญ๐๐ซ๐๐ ๐ข๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ๐ฌ: Consider realizing capital losses, where appropriate, to offset capital gains and improve after-tax returns.
๐งญ๐๐๐ฑ๐ข๐ฆ๐ข๐ณ๐ ๐ซ๐๐ ๐ข๐ฌ๐ญ๐๐ซ๐๐ ๐๐๐๐จ๐ฎ๐ง๐ญ๐ฌ: Review your RRSP, TFSA and FHSA contribution room to ensure you're making the most of available tax advantages.
๐งญ๐๐ฅ๐๐ง ๐ฒ๐จ๐ฎ๐ซ ๐๐ก๐๐ซ๐ข๐ญ๐๐๐ฅ๐ ๐ ๐ข๐ฏ๐ข๐ง๐ : If philanthropy is important to you, consider donating appreciated securities or using a ๐๐จ๐ง๐จ๐ซ ๐๐๐ฏ๐ข๐ฌ๐๐ ๐ ๐ฎ๐ง๐ (๐๐๐ ) It can provide an immediate tax receipt while allowing you to support your favourite charities over time.
๐งญ๐๐๐ฏ๐ข๐๐ฐ ๐ซ๐๐ญ๐ข๐ซ๐๐ฆ๐๐ง๐ญ ๐ข๐ง๐๐จ๐ฆ๐ ๐ฉ๐ฅ๐๐ง๐ง๐ข๐ง๐ : Review RRIF withdrawals, pension income, and other income sources to help manage taxes and preserve government benefits where appropriate.
๐งญ๐๐ก๐ข๐ง๐ค ๐๐๐ฒ๐จ๐ง๐ ๐๐๐ฑ๐๐ฌ - ๐๐ฅ๐๐ง ๐๐ก๐๐๐: Many tax planning opportunities including income splitting, corporate planning, capital gains planning and estate planning are more effective when started before December.
The best tax planning happens before year-end not during tax season. A mid-year review gives you time to make informed decisions and potentially reduce your tax bill while staying aligned with your long-term financial goals๐งญ
๐งญ๐๐๐ฏ๐ข๐๐ฐ ๐ฒ๐จ๐ฎ๐ซ ๐ข๐ง๐๐จ๐ฆ๐ ๐๐ง๐ ๐ญ๐๐ฑ ๐ฌ๐ญ๐ซ๐๐ญ๐๐ ๐ฒ: Has your income changed?
Review your tax strategy now to avoid surprises at tax time and identify planning opportunities.
๐งญ๐๐๐ฏ๐ข๐๐ฐ ๐ง๐จ๐ง-๐ซ๐๐ ๐ข๐ฌ๐ญ๐๐ซ๐๐ ๐ข๐ง๐ฏ๐๐ฌ๐ญ๐ฆ๐๐ง๐ญ๐ฌ: Consider realizing capital losses, where appropriate, to offset capital gains and improve after-tax returns.
๐งญ๐๐๐ฑ๐ข๐ฆ๐ข๐ณ๐ ๐ซ๐๐ ๐ข๐ฌ๐ญ๐๐ซ๐๐ ๐๐๐๐จ๐ฎ๐ง๐ญ๐ฌ: Review your RRSP, TFSA and FHSA contribution room to ensure you're making the most of available tax advantages.
๐งญ๐๐ฅ๐๐ง ๐ฒ๐จ๐ฎ๐ซ ๐๐ก๐๐ซ๐ข๐ญ๐๐๐ฅ๐ ๐ ๐ข๐ฏ๐ข๐ง๐ : If philanthropy is important to you, consider donating appreciated securities or using a ๐๐จ๐ง๐จ๐ซ ๐๐๐ฏ๐ข๐ฌ๐๐ ๐ ๐ฎ๐ง๐ (๐๐๐ ) It can provide an immediate tax receipt while allowing you to support your favourite charities over time.
๐งญ๐๐๐ฏ๐ข๐๐ฐ ๐ซ๐๐ญ๐ข๐ซ๐๐ฆ๐๐ง๐ญ ๐ข๐ง๐๐จ๐ฆ๐ ๐ฉ๐ฅ๐๐ง๐ง๐ข๐ง๐ : Review RRIF withdrawals, pension income, and other income sources to help manage taxes and preserve government benefits where appropriate.
๐งญ๐๐ก๐ข๐ง๐ค ๐๐๐ฒ๐จ๐ง๐ ๐๐๐ฑ๐๐ฌ - ๐๐ฅ๐๐ง ๐๐ก๐๐๐: Many tax planning opportunities including income splitting, corporate planning, capital gains planning and estate planning are more effective when started before December.
The best tax planning happens before year-end not during tax season. A mid-year review gives you time to make informed decisions and potentially reduce your tax bill while staying aligned with your long-term financial goals๐งญ
Enjoy Canada Day๐จ๐ฆ
Enjoy Canada Day๐จ๐ฆ
๐๐๐ฅ๐๐๐ซ๐๐ญ๐ข๐ง๐ ๐๐ญ๐๐ฅ๐ข๐๐ง ๐๐๐ซ๐ข๐ญ๐๐ ๐ ๐๐จ๐ง๐ญ๐ก ๐๐ญ ๐ญ๐ก๐ ๐๐จ๐ฒ๐๐ฅ ๐๐จ๐ฌ๐ ๐๐๐ฅ๐ฅ๐๐ซ๐ฒ.
Honored to be part of this beautiful celebration of Italian heritage, culture and community.
Italian culture has been a meaninful part of my journey since arriving to Canada, through friendships, mentorship, traditions and a strong sense of family and community that have enriched my life.
A special thank you to Rosa Calabrese, my friend, my business bestie, my philanthropy partner, for her passion, leadership, and commitment to bringing people together through art and culture.
A special recognition to the talented artists for creating such an inspiring and memorable evening.๐ฆ
Honored to be part of this beautiful celebration of Italian heritage, culture and community.
Italian culture has been a meaninful part of my journey since arriving to Canada, through friendships, mentorship, traditions and a strong sense of family and community that have enriched my life.
A special thank you to Rosa Calabrese, my friend, my business bestie, my philanthropy partner, for her passion, leadership, and commitment to bringing people together through art and culture.
A special recognition to the talented artists for creating such an inspiring and memorable evening.๐ฆ
๐๐๐ฅ๐๐๐ซ๐๐ญ๐ข๐ง๐ ๐๐ญ๐๐ฅ๐ข๐๐ง ๐๐๐ซ๐ข๐ญ๐๐ ๐ ๐๐จ๐ง๐ญ๐ก ๐๐ญ ๐ญ๐ก๐ ๐๐จ๐ฒ๐๐ฅ ๐๐จ๐ฌ๐ ๐๐๐ฅ๐ฅ๐๐ซ๐ฒ.
Honored to be part of this beautiful celebration of Italian heritage, culture and community.
Italian culture has been a meaninful part of my journey since arriving to Canada, through friendships, mentorship, traditions and a strong sense of family and community that have enriched my life.
A special thank you to Rosa Calabrese, my friend, my business bestie, my philanthropy partner, for her passion, leadership, and commitment to bringing people together through art and culture.
A special recognition to the talented artists for creating such an inspiring and memorable evening.๐ฆ
Honored to be part of this beautiful celebration of Italian heritage, culture and community.
Italian culture has been a meaninful part of my journey since arriving to Canada, through friendships, mentorship, traditions and a strong sense of family and community that have enriched my life.
A special thank you to Rosa Calabrese, my friend, my business bestie, my philanthropy partner, for her passion, leadership, and commitment to bringing people together through art and culture.
A special recognition to the talented artists for creating such an inspiring and memorable evening.๐ฆ
๐๐ก๐ ๐๐ฑ๐๐๐ฎ๐ญ๐จ๐ซ'๐ฌ ๐๐จ๐ฎ๐ซ๐ง๐๐ฒ Webinar
๐๐ง๐ ๐๐๐ฒ, someone you love may be counting on you to carry out their final wishes.
Would you know where to start?
๐งฉWhat You Need to Know Before Your Say Yes.
๐งฉFrom Appointment to Estate Settlement
๐งฉResponsibilities, Risks and Realities.
๐งฉWhen and Why to Seek Professional Support.
๐๐จ๐ฌ๐ญ๐๐ ๐๐ฒ:
Rossy Bustamante, CFPยฎ๏ธ, CEA, CLUยฎ๏ธ, MFA-Pโข๏ธ
๐๐ซ๐๐ฌ๐๐ง๐ญ๐๐ซ:
Lori Clements, CPA, CA, CFPยฎ๏ธ: Director, Tax & Estate Planning
Sun Life Global Investments
When: June 25,2026 โข 12:00 p.m. EST
Click here to Register: https://bit.ly/4vqOvDO
Unable to attend but interested in learning more?
Visit my website and book a meeting: https://bit.ly/4dRgeYs
๐๐ง๐ ๐๐๐ฒ, someone you love may be counting on you to carry out their final wishes.
Would you know where to start?
๐งฉWhat You Need to Know Before Your Say Yes.
๐งฉFrom Appointment to Estate Settlement
๐งฉResponsibilities, Risks and Realities.
๐งฉWhen and Why to Seek Professional Support.
๐๐จ๐ฌ๐ญ๐๐ ๐๐ฒ:
Rossy Bustamante, CFPยฎ๏ธ, CEA, CLUยฎ๏ธ, MFA-Pโข๏ธ
๐๐ซ๐๐ฌ๐๐ง๐ญ๐๐ซ:
Lori Clements, CPA, CA, CFPยฎ๏ธ: Director, Tax & Estate Planning
Sun Life Global Investments
When: June 25,2026 โข 12:00 p.m. EST
Click here to Register: https://bit.ly/4vqOvDO
Unable to attend but interested in learning more?
Visit my website and book a meeting: https://bit.ly/4dRgeYs
Watch video
Happy Father's Day to all those who embrace the joy and responsability of a fatherly role. Enjoy your special day๐ฆ
Happy Father's Day to all those who embrace the joy and responsability of a fatherly role. Enjoy your special day๐ฆ
Your Story. Your Plan.
๐๐จ๐ฎ๐ซ ๐๐ญ๐จ๐ซ๐ฒ. ๐๐จ๐ฎ๐ซ ๐๐ฅ๐๐ง.
Because financial decisions should be base on your life, not someone else's๐ฆ
Because financial decisions should be base on your life, not someone else's๐ฆ
Watch video
๐๐จ๐ฆ๐๐ง ๐๐ง๐ ๐๐๐ญ๐ข๐ซ๐๐ฆ๐๐ง๐ญ: The Best Time to Ask Questions is Before You Need the Answers.
Many women feel they need to have everything figured it out before reaching out for advice. Too often, questions come when retirement is just around the corner:
๐งญWill I have enough income to maintain my lifestyle?
๐งญWhat happens if my spouse passes away first?
๐งญHow much tax will I pay in retirement?
๐งญWhen should I start my CPP and OAS?
๐งญWhat happens if I need long-term care?
The reality is that the earlier your ask these questions, the more options you have. Retirement planning isnโt just about investments. Itโs about creating confidence, understanding your choices and the impact they have on your overall planning.
You donโt need to have all the answers today. Financial Confidence doesnโt happen by accident. ๐๐ญ ๐ฌ๐ญ๐๐ซ๐ญ๐ฌ ๐ฐ๐ข๐ญ๐ก ๐๐ฌ๐ค๐ข๐ง๐ ๐ช๐ฎ๐๐ฌ๐ญ๐ข๐จ๐ง๐ฌ.
You simply need to start the conversation. Because the best time to prepare for retirement is long before retirement arrives.๐งญ
Many women feel they need to have everything figured it out before reaching out for advice. Too often, questions come when retirement is just around the corner:
๐งญWill I have enough income to maintain my lifestyle?
๐งญWhat happens if my spouse passes away first?
๐งญHow much tax will I pay in retirement?
๐งญWhen should I start my CPP and OAS?
๐งญWhat happens if I need long-term care?
The reality is that the earlier your ask these questions, the more options you have. Retirement planning isnโt just about investments. Itโs about creating confidence, understanding your choices and the impact they have on your overall planning.
You donโt need to have all the answers today. Financial Confidence doesnโt happen by accident. ๐๐ญ ๐ฌ๐ญ๐๐ซ๐ญ๐ฌ ๐ฐ๐ข๐ญ๐ก ๐๐ฌ๐ค๐ข๐ง๐ ๐ช๐ฎ๐๐ฌ๐ญ๐ข๐จ๐ง๐ฌ.
You simply need to start the conversation. Because the best time to prepare for retirement is long before retirement arrives.๐งญ
๐๐จ๐ฆ๐๐ง ๐๐ง๐ ๐๐๐ญ๐ข๐ซ๐๐ฆ๐๐ง๐ญ: The Best Time to Ask Questions is Before You Need the Answers.
Many women feel they need to have everything figured it out before reaching out for advice. Too often, questions come when retirement is just around the corner:
๐งญWill I have enough income to maintain my lifestyle?
๐งญWhat happens if my spouse passes away first?
๐งญHow much tax will I pay in retirement?
๐งญWhen should I start my CPP and OAS?
๐งญWhat happens if I need long-term care?
The reality is that the earlier your ask these questions, the more options you have. Retirement planning isnโt just about investments. Itโs about creating confidence, understanding your choices and the impact they have on your overall planning.
You donโt need to have all the answers today. Financial Confidence doesnโt happen by accident. ๐๐ญ ๐ฌ๐ญ๐๐ซ๐ญ๐ฌ ๐ฐ๐ข๐ญ๐ก ๐๐ฌ๐ค๐ข๐ง๐ ๐ช๐ฎ๐๐ฌ๐ญ๐ข๐จ๐ง๐ฌ.
You simply need to start the conversation. Because the best time to prepare for retirement is long before retirement arrives.๐งญ
Many women feel they need to have everything figured it out before reaching out for advice. Too often, questions come when retirement is just around the corner:
๐งญWill I have enough income to maintain my lifestyle?
๐งญWhat happens if my spouse passes away first?
๐งญHow much tax will I pay in retirement?
๐งญWhen should I start my CPP and OAS?
๐งญWhat happens if I need long-term care?
The reality is that the earlier your ask these questions, the more options you have. Retirement planning isnโt just about investments. Itโs about creating confidence, understanding your choices and the impact they have on your overall planning.
You donโt need to have all the answers today. Financial Confidence doesnโt happen by accident. ๐๐ญ ๐ฌ๐ญ๐๐ซ๐ญ๐ฌ ๐ฐ๐ข๐ญ๐ก ๐๐ฌ๐ค๐ข๐ง๐ ๐ช๐ฎ๐๐ฌ๐ญ๐ข๐จ๐ง๐ฌ.
You simply need to start the conversation. Because the best time to prepare for retirement is long before retirement arrives.๐งญ
๐๐ก๐ ๐๐ฑ๐๐๐ฎ๐ญ๐จ๐ซ'๐ฌ ๐๐จ๐ฎ๐ซ๐ง๐๐ฒ Webinar
๐๐ง๐ ๐๐๐ฒ, someone you love may be counting on you to carry out their final wishes.
Would you know where to start?
๐งฉWhat You Need to Know Before Your Say Yes.
๐งฉFrom Appointment to Estate Settlement
๐งฉResponsibilities, Risks and Realities.
๐งฉWhen and Why to Seek Professional Support.
๐๐จ๐ฌ๐ญ๐๐ ๐๐ฒ:
Rossy Bustamante, CFPยฎ๏ธ, CEA, CLUยฎ๏ธ, MFA-Pโข๏ธ
๐๐ซ๐๐ฌ๐๐ง๐ญ๐๐ซ:
Lori Clements, CPA, CA, CFPยฎ๏ธ: Director, Tax & Estate Planning
Sun Life Global Investments
When: June 25,2026 โข 12:00 p.m. EST
Click here to Register: https://bit.ly/4vqOvDO
Unable to attend but interested in learning more?
Visit my website and book a meeting: https://www.linkedin.com/safety/go/?url=http%3A%2F%2Fwww.rossybustamante.com&urlhash=C-zQ&mt=nf1PcNW9r3nCcmzQpvC6HGQ0YHGhswOKnD1lqtaL5VG6gnNW0Dej4Z3Q6OkKdKGuswjiikOIFe4HhScbwbripiiAww&isSdui=true&lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base%3BSDFHLH6dQTulWGXrYvTtHw%3D%3D
๐๐ง๐ ๐๐๐ฒ, someone you love may be counting on you to carry out their final wishes.
Would you know where to start?
๐งฉWhat You Need to Know Before Your Say Yes.
๐งฉFrom Appointment to Estate Settlement
๐งฉResponsibilities, Risks and Realities.
๐งฉWhen and Why to Seek Professional Support.
๐๐จ๐ฌ๐ญ๐๐ ๐๐ฒ:
Rossy Bustamante, CFPยฎ๏ธ, CEA, CLUยฎ๏ธ, MFA-Pโข๏ธ
๐๐ซ๐๐ฌ๐๐ง๐ญ๐๐ซ:
Lori Clements, CPA, CA, CFPยฎ๏ธ: Director, Tax & Estate Planning
Sun Life Global Investments
When: June 25,2026 โข 12:00 p.m. EST
Click here to Register: https://bit.ly/4vqOvDO
Unable to attend but interested in learning more?
Visit my website and book a meeting: https://www.linkedin.com/safety/go/?url=http%3A%2F%2Fwww.rossybustamante.com&urlhash=C-zQ&mt=nf1PcNW9r3nCcmzQpvC6HGQ0YHGhswOKnD1lqtaL5VG6gnNW0Dej4Z3Q6OkKdKGuswjiikOIFe4HhScbwbripiiAww&isSdui=true&lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base%3BSDFHLH6dQTulWGXrYvTtHw%3D%3D
๐๐ก๐ ๐๐ฑ๐๐๐ฎ๐ญ๐จ๐ซ'๐ฌ ๐๐จ๐ฎ๐ซ๐ง๐๐ฒ Webinar
๐๐ง๐ ๐๐๐ฒ, someone you love may be counting on you to carry out their final wishes.
Would you know where to start?
๐งฉWhat You Need to Know Before Your Say Yes.
๐งฉFrom Appointment to Estate Settlement
๐งฉResponsibilities, Risks and Realities.
๐งฉWhen and Why to Seek Professional Support.
๐๐จ๐ฌ๐ญ๐๐ ๐๐ฒ:
Rossy Bustamante, CFPยฎ๏ธ, CEA, CLUยฎ๏ธ, MFA-Pโข๏ธ
๐๐ซ๐๐ฌ๐๐ง๐ญ๐๐ซ:
Lori Clements, CPA, CA, CFPยฎ๏ธ: Director, Tax & Estate Planning
Sun Life Global Investments
When: June 25,2026 โข 12:00 p.m. EST
Click here to Register: https://bit.ly/4vqOvDO
Unable to attend but interested in learning more?
Visit my website and book a meeting: https://www.linkedin.com/safety/go/?url=http%3A%2F%2Fwww.rossybustamante.com&urlhash=C-zQ&mt=nf1PcNW9r3nCcmzQpvC6HGQ0YHGhswOKnD1lqtaL5VG6gnNW0Dej4Z3Q6OkKdKGuswjiikOIFe4HhScbwbripiiAww&isSdui=true&lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base%3BSDFHLH6dQTulWGXrYvTtHw%3D%3D
๐๐ง๐ ๐๐๐ฒ, someone you love may be counting on you to carry out their final wishes.
Would you know where to start?
๐งฉWhat You Need to Know Before Your Say Yes.
๐งฉFrom Appointment to Estate Settlement
๐งฉResponsibilities, Risks and Realities.
๐งฉWhen and Why to Seek Professional Support.
๐๐จ๐ฌ๐ญ๐๐ ๐๐ฒ:
Rossy Bustamante, CFPยฎ๏ธ, CEA, CLUยฎ๏ธ, MFA-Pโข๏ธ
๐๐ซ๐๐ฌ๐๐ง๐ญ๐๐ซ:
Lori Clements, CPA, CA, CFPยฎ๏ธ: Director, Tax & Estate Planning
Sun Life Global Investments
When: June 25,2026 โข 12:00 p.m. EST
Click here to Register: https://bit.ly/4vqOvDO
Unable to attend but interested in learning more?
Visit my website and book a meeting: https://www.linkedin.com/safety/go/?url=http%3A%2F%2Fwww.rossybustamante.com&urlhash=C-zQ&mt=nf1PcNW9r3nCcmzQpvC6HGQ0YHGhswOKnD1lqtaL5VG6gnNW0Dej4Z3Q6OkKdKGuswjiikOIFe4HhScbwbripiiAww&isSdui=true&lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base%3BSDFHLH6dQTulWGXrYvTtHw%3D%3D
๐๐ฌ ๐ ๐๐ฅ๐ข๐ฆ๐๐๐ ๐ญ๐ก๐๐ฌ๐ ๐ฌ๐ญ๐๐ข๐ซ๐ฌ, ๐ ๐๐๐ฅ๐ญ ๐๐ฏ๐๐ซ๐ฒ ๐ฐ๐จ๐ซ๐:
โItโs a new day. Itโs a new life. Iโm feeling goodโฆโฆโ
It reminded me that becoming stronger whether physically, emotionally, or financially it happens one step at the time.
Health and Wealth are closely connected. When we invest in ourselves, we create the foundation for a life of confidence, security, and purpose.
We donโt build muscle overnight. We build strength by showing up consistently, one workout at the time, one decision at the time, one step at the time.
๐๐ก๐ ๐ฌ๐๐ฆ๐ ๐ข๐ฌ ๐ญ๐ซ๐ฎ๐ ๐๐จ๐ซ ๐จ๐ฎ๐ซ ๐๐ข๐ง๐๐ง๐๐๐ฌ. One small step today can change your tomorrow.
As a financial planner, I help women build financial confidence, financial strength, and a legacy for tomorrow. ๐๐๐ญโ๐ฌ ๐๐จ๐ง๐ง๐๐๐ญ๐งญ
โItโs a new day. Itโs a new life. Iโm feeling goodโฆโฆโ
It reminded me that becoming stronger whether physically, emotionally, or financially it happens one step at the time.
Health and Wealth are closely connected. When we invest in ourselves, we create the foundation for a life of confidence, security, and purpose.
We donโt build muscle overnight. We build strength by showing up consistently, one workout at the time, one decision at the time, one step at the time.
๐๐ก๐ ๐ฌ๐๐ฆ๐ ๐ข๐ฌ ๐ญ๐ซ๐ฎ๐ ๐๐จ๐ซ ๐จ๐ฎ๐ซ ๐๐ข๐ง๐๐ง๐๐๐ฌ. One small step today can change your tomorrow.
As a financial planner, I help women build financial confidence, financial strength, and a legacy for tomorrow. ๐๐๐ญโ๐ฌ ๐๐จ๐ง๐ง๐๐๐ญ๐งญ
Watch video
๐๐จ๐ง๐๐ฒ ๐๐จ๐ง๐ฏ๐๐ซ๐ฌ๐๐ญ๐ข๐จ๐ง๐ฌ ๐๐ซ๐ ๐ซ๐๐ซ๐๐ฅ๐ฒ ๐ฃ๐ฎ๐ฌ๐ญ ๐๐๐จ๐ฎ๐ญ ๐ฆ๐จ๐ง๐๐ฒ.
They are about values, priorities, communication, lifestyle, family, retirement and the future you envision together.
๐ ๐ข๐๐๐ฅ๐ข๐ญ๐ฒโ๐ฌ 2026 ๐๐จ๐ฎ๐ฉ๐ฅ๐๐ฌ ๐๐ง๐ ๐๐จ๐ง๐๐ฒ ๐๐ญ๐ฎ๐๐ฒ A valuable resource exploring how couples in long-term committed relationships navigate financial decisions together.
๐งญConversations today Shape your tomorrow. Let's connect.
๐๐ฅ๐ข๐๐ค ๐จ๐ง ๐ฅ๐ข๐ง๐ค ๐๐จ๐ซ ๐ญ๐ก๐ ๐๐ฎ๐ฅ๐ฅ ๐ซ๐๐ฉ๐จ๐ซ๐ญ.
https://click.fidelityinvestments.com/u/?qs=ABB7InYiOjEsImQiOjQ4ODh9AAQAAAAAAG39eW3dUvxDBP4Fd6qT35MAOBhWmdW1qE7aB6kCQNHfOYKv_65p5Apx3Vqtucy4KJZYgROLxS9_-8R8-_uz3F_aIytWUTRRwAeosg
They are about values, priorities, communication, lifestyle, family, retirement and the future you envision together.
๐ ๐ข๐๐๐ฅ๐ข๐ญ๐ฒโ๐ฌ 2026 ๐๐จ๐ฎ๐ฉ๐ฅ๐๐ฌ ๐๐ง๐ ๐๐จ๐ง๐๐ฒ ๐๐ญ๐ฎ๐๐ฒ A valuable resource exploring how couples in long-term committed relationships navigate financial decisions together.
๐งญConversations today Shape your tomorrow. Let's connect.
๐๐ฅ๐ข๐๐ค ๐จ๐ง ๐ฅ๐ข๐ง๐ค ๐๐จ๐ซ ๐ญ๐ก๐ ๐๐ฎ๐ฅ๐ฅ ๐ซ๐๐ฉ๐จ๐ซ๐ญ.
https://click.fidelityinvestments.com/u/?qs=ABB7InYiOjEsImQiOjQ4ODh9AAQAAAAAAG39eW3dUvxDBP4Fd6qT35MAOBhWmdW1qE7aB6kCQNHfOYKv_65p5Apx3Vqtucy4KJZYgROLxS9_-8R8-_uz3F_aIytWUTRRwAeosg
๐๐จ๐ง๐๐ฒ ๐๐จ๐ง๐ฏ๐๐ซ๐ฌ๐๐ญ๐ข๐จ๐ง๐ฌ ๐๐ซ๐ ๐ซ๐๐ซ๐๐ฅ๐ฒ ๐ฃ๐ฎ๐ฌ๐ญ ๐๐๐จ๐ฎ๐ญ ๐ฆ๐จ๐ง๐๐ฒ.
They are about values, priorities, communication, lifestyle, family, retirement and the future you envision together.
๐ ๐ข๐๐๐ฅ๐ข๐ญ๐ฒโ๐ฌ 2026 ๐๐จ๐ฎ๐ฉ๐ฅ๐๐ฌ ๐๐ง๐ ๐๐จ๐ง๐๐ฒ ๐๐ญ๐ฎ๐๐ฒ A valuable resource exploring how couples in long-term committed relationships navigate financial decisions together.
๐งญConversations today Shape your tomorrow. Let's connect.
๐๐ฅ๐ข๐๐ค ๐จ๐ง ๐ฅ๐ข๐ง๐ค ๐๐จ๐ซ ๐ญ๐ก๐ ๐๐ฎ๐ฅ๐ฅ ๐ซ๐๐ฉ๐จ๐ซ๐ญ.
https://click.fidelityinvestments.com/u/?qs=ABB7InYiOjEsImQiOjQ4ODh9AAQAAAAAAG39eW3dUvxDBP4Fd6qT35MAOBhWmdW1qE7aB6kCQNHfOYKv_65p5Apx3Vqtucy4KJZYgROLxS9_-8R8-_uz3F_aIytWUTRRwAeosg
They are about values, priorities, communication, lifestyle, family, retirement and the future you envision together.
๐ ๐ข๐๐๐ฅ๐ข๐ญ๐ฒโ๐ฌ 2026 ๐๐จ๐ฎ๐ฉ๐ฅ๐๐ฌ ๐๐ง๐ ๐๐จ๐ง๐๐ฒ ๐๐ญ๐ฎ๐๐ฒ A valuable resource exploring how couples in long-term committed relationships navigate financial decisions together.
๐งญConversations today Shape your tomorrow. Let's connect.
๐๐ฅ๐ข๐๐ค ๐จ๐ง ๐ฅ๐ข๐ง๐ค ๐๐จ๐ซ ๐ญ๐ก๐ ๐๐ฎ๐ฅ๐ฅ ๐ซ๐๐ฉ๐จ๐ซ๐ญ.
https://click.fidelityinvestments.com/u/?qs=ABB7InYiOjEsImQiOjQ4ODh9AAQAAAAAAG39eW3dUvxDBP4Fd6qT35MAOBhWmdW1qE7aB6kCQNHfOYKv_65p5Apx3Vqtucy4KJZYgROLxS9_-8R8-_uz3F_aIytWUTRRwAeosg
๐๐ก๐ ๐ฐ๐จ๐ซ๐ฅ๐ ๐๐๐๐ฅ๐ฌ ๐ง๐จ๐ข๐ฌ๐ฒ ๐ซ๐ข๐ ๐ก๐ญ ๐ง๐จ๐ฐ....
๐๐ฎ๐ญ...๐ญ๐ก๐ข๐ฌ ๐ฆ๐จ๐ซ๐ง๐ข๐ง๐ โ๐ฌ ๐๐ข๐ค๐ ๐ซ๐ข๐๐ ๐ซ๐๐ฆ๐ข๐ง๐๐๐ ๐ฆ๐ ๐จ๐ ๐ฌ๐จ๐ฆ๐๐ญ๐ก๐ข๐ง๐ .
Markets shift.
Politics shift.
Technology shifts.
Retirement looks different than it did 20 years ago. But the fundamentals of a meaningful life havenโt changed.
๐งญMove your body.
๐งญProtect your peace.
๐งญStay financially aware.
๐งญKeep learning.
๐งญBuild relationships.
๐๐ง๐ ๐ง๐๐ฏ๐๐ซ ๐๐ฌ๐ฌ๐ฎ๐ฆ๐ ๐ฒ๐จ๐ฎ๐ซ ๐๐๐ฌ๐ญ ๐ฒ๐๐๐ซ๐ฌ ๐๐ซ๐ ๐๐๐ก๐ข๐ง๐ ๐ฒ๐จ๐ฎ.
For women especially, our 50s are not a slowdown season.Theyโre a season of wisdom, leverage, and intentional choices.This morningโs sunrise was a reminder that even in uncertain times, we still get to choose how we show up.
๐งญSmall actions.
๐งญClear mind.
๐งญForward movement...sometimes, forward movement means having those difficult conversations about money, about our future, about retirement, with ourselves and with the people we love.
Thatโs enough for today.
๐งญAs a financial planner, my goal is to help people feel more prepared and less overwhelmed when having difficult conversations.
Because today's conversations shape tomorrow. let's connect.
๐๐ฎ๐ญ...๐ญ๐ก๐ข๐ฌ ๐ฆ๐จ๐ซ๐ง๐ข๐ง๐ โ๐ฌ ๐๐ข๐ค๐ ๐ซ๐ข๐๐ ๐ซ๐๐ฆ๐ข๐ง๐๐๐ ๐ฆ๐ ๐จ๐ ๐ฌ๐จ๐ฆ๐๐ญ๐ก๐ข๐ง๐ .
Markets shift.
Politics shift.
Technology shifts.
Retirement looks different than it did 20 years ago. But the fundamentals of a meaningful life havenโt changed.
๐งญMove your body.
๐งญProtect your peace.
๐งญStay financially aware.
๐งญKeep learning.
๐งญBuild relationships.
๐๐ง๐ ๐ง๐๐ฏ๐๐ซ ๐๐ฌ๐ฌ๐ฎ๐ฆ๐ ๐ฒ๐จ๐ฎ๐ซ ๐๐๐ฌ๐ญ ๐ฒ๐๐๐ซ๐ฌ ๐๐ซ๐ ๐๐๐ก๐ข๐ง๐ ๐ฒ๐จ๐ฎ.
For women especially, our 50s are not a slowdown season.Theyโre a season of wisdom, leverage, and intentional choices.This morningโs sunrise was a reminder that even in uncertain times, we still get to choose how we show up.
๐งญSmall actions.
๐งญClear mind.
๐งญForward movement...sometimes, forward movement means having those difficult conversations about money, about our future, about retirement, with ourselves and with the people we love.
Thatโs enough for today.
๐งญAs a financial planner, my goal is to help people feel more prepared and less overwhelmed when having difficult conversations.
Because today's conversations shape tomorrow. let's connect.
๐๐ก๐ ๐ฐ๐จ๐ซ๐ฅ๐ ๐๐๐๐ฅ๐ฌ ๐ง๐จ๐ข๐ฌ๐ฒ ๐ซ๐ข๐ ๐ก๐ญ ๐ง๐จ๐ฐ....
๐๐ฎ๐ญ...๐ญ๐ก๐ข๐ฌ ๐ฆ๐จ๐ซ๐ง๐ข๐ง๐ โ๐ฌ ๐๐ข๐ค๐ ๐ซ๐ข๐๐ ๐ซ๐๐ฆ๐ข๐ง๐๐๐ ๐ฆ๐ ๐จ๐ ๐ฌ๐จ๐ฆ๐๐ญ๐ก๐ข๐ง๐ .
Markets shift.
Politics shift.
Technology shifts.
Retirement looks different than it did 20 years ago. But the fundamentals of a meaningful life havenโt changed.
๐งญMove your body.
๐งญProtect your peace.
๐งญStay financially aware.
๐งญKeep learning.
๐งญBuild relationships.
๐๐ง๐ ๐ง๐๐ฏ๐๐ซ ๐๐ฌ๐ฌ๐ฎ๐ฆ๐ ๐ฒ๐จ๐ฎ๐ซ ๐๐๐ฌ๐ญ ๐ฒ๐๐๐ซ๐ฌ ๐๐ซ๐ ๐๐๐ก๐ข๐ง๐ ๐ฒ๐จ๐ฎ.
For women especially, our 50s are not a slowdown season.Theyโre a season of wisdom, leverage, and intentional choices.This morningโs sunrise was a reminder that even in uncertain times, we still get to choose how we show up.
๐งญSmall actions.
๐งญClear mind.
๐งญForward movement...sometimes, forward movement means having those difficult conversations about money, about our future, about retirement, with ourselves and with the people we love.
Thatโs enough for today.
๐งญAs a financial planner, my goal is to help people feel more prepared and less overwhelmed when having difficult conversations.
Because today's conversations shape tomorrow. let's connect.
๐๐ฎ๐ญ...๐ญ๐ก๐ข๐ฌ ๐ฆ๐จ๐ซ๐ง๐ข๐ง๐ โ๐ฌ ๐๐ข๐ค๐ ๐ซ๐ข๐๐ ๐ซ๐๐ฆ๐ข๐ง๐๐๐ ๐ฆ๐ ๐จ๐ ๐ฌ๐จ๐ฆ๐๐ญ๐ก๐ข๐ง๐ .
Markets shift.
Politics shift.
Technology shifts.
Retirement looks different than it did 20 years ago. But the fundamentals of a meaningful life havenโt changed.
๐งญMove your body.
๐งญProtect your peace.
๐งญStay financially aware.
๐งญKeep learning.
๐งญBuild relationships.
๐๐ง๐ ๐ง๐๐ฏ๐๐ซ ๐๐ฌ๐ฌ๐ฎ๐ฆ๐ ๐ฒ๐จ๐ฎ๐ซ ๐๐๐ฌ๐ญ ๐ฒ๐๐๐ซ๐ฌ ๐๐ซ๐ ๐๐๐ก๐ข๐ง๐ ๐ฒ๐จ๐ฎ.
For women especially, our 50s are not a slowdown season.Theyโre a season of wisdom, leverage, and intentional choices.This morningโs sunrise was a reminder that even in uncertain times, we still get to choose how we show up.
๐งญSmall actions.
๐งญClear mind.
๐งญForward movement...sometimes, forward movement means having those difficult conversations about money, about our future, about retirement, with ourselves and with the people we love.
Thatโs enough for today.
๐งญAs a financial planner, my goal is to help people feel more prepared and less overwhelmed when having difficult conversations.
Because today's conversations shape tomorrow. let's connect.
Happy Mother's Day๐ป
Happy Mother's Day๐ป
๐๐จ๐ฆ๐๐ง ๐๐ซ๐ ๐ฎ๐ง๐๐๐ซ๐ฎ๐ญ๐ข๐ฅ๐ข๐ณ๐ข๐ง๐ ๐ฐ๐จ๐ซ๐ค๐ฉ๐ฅ๐๐๐ ๐ซ๐๐ญ๐ข๐ซ๐๐ฆ๐๐ง๐ญ ๐ฌ๐๐ฏ๐ข๐ง๐ ๐ฌ ๐ฉ๐ฅ๐๐ง๐ฌ ๐๐ง๐ ๐ซ๐๐ญ๐ข๐ซ๐ ๐ฐ๐ข๐ญ๐ก 27% ๐ฅ๐๐ฌ๐ฌ ๐ฌ๐๐ฏ๐ข๐ง๐ ๐ฌ ๐ญ๐ก๐๐ง ๐ฆ๐๐ง. (see report from Sun Life below)
โReal Stories. Real Impactโ wasnโt just a title, it reflected what we discussed on the panel: the growing role of women in wealth, and the reality that confidence and access havenโt caught up to the opportunity.
๐๐๐ซ๐ ๐ข๐ฌ ๐ฐ๐ก๐๐ญ ๐ข๐ฌ ๐๐ซ๐ข๐ฏ๐ข๐ง๐ ๐ญ๐ก๐ ๐ ๐๐ฉ:
๐Women are less likely to maximise employer matching (๐๐ซ๐๐ ๐ฆ๐จ๐ง๐๐ฒ ๐ฅ๐๐๐ญ ๐๐๐ก๐ข๐ง๐)
๐The gap exists at every income level.
๐Itโs more pronounced during peak years (35-44)
๐Women often contribute less, even as primary earners.
๐Financial confidence has a bigger impact than knowledge alone.
The shift happens with the right support.
Women who use planning tools and financial advice increase participation from 33% to 75%.
๐๐ก๐๐ญ ๐ข๐ฌ ๐ญ๐ก๐ ๐ฉ๐จ๐ฐ๐๐ซ ๐จ๐ ๐ ๐ฎ๐ข๐๐๐ง๐๐, ๐๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐ญ๐ฒ, ๐๐ง๐ ๐ซ๐๐๐ฅ ๐๐จ๐ง๐ฏ๐๐ซ๐ฌ๐๐ญ๐ข๐จ๐ง๐ฌ.
If you are looking for clarity or not sure where to start, ๐ฅ๐๐ญ'๐ฌ ๐ฌ๐ญ๐๐ซ๐ญ ๐ญ๐ก๐ ๐๐จ๐ง๐ฏ๐๐ซ๐ฌ๐๐ญ๐ข๐จ๐ง๐งญ
See article for report from Sun Life on this subject.
If you are looking for clarity or not sure where to start, letโs start the conversation.
https://www.benefitscanada.com/news/bencan/women-lag-men-in-use-of-workplace-retirement-savings-plans-report/
โReal Stories. Real Impactโ wasnโt just a title, it reflected what we discussed on the panel: the growing role of women in wealth, and the reality that confidence and access havenโt caught up to the opportunity.
๐๐๐ซ๐ ๐ข๐ฌ ๐ฐ๐ก๐๐ญ ๐ข๐ฌ ๐๐ซ๐ข๐ฏ๐ข๐ง๐ ๐ญ๐ก๐ ๐ ๐๐ฉ:
๐Women are less likely to maximise employer matching (๐๐ซ๐๐ ๐ฆ๐จ๐ง๐๐ฒ ๐ฅ๐๐๐ญ ๐๐๐ก๐ข๐ง๐)
๐The gap exists at every income level.
๐Itโs more pronounced during peak years (35-44)
๐Women often contribute less, even as primary earners.
๐Financial confidence has a bigger impact than knowledge alone.
The shift happens with the right support.
Women who use planning tools and financial advice increase participation from 33% to 75%.
๐๐ก๐๐ญ ๐ข๐ฌ ๐ญ๐ก๐ ๐ฉ๐จ๐ฐ๐๐ซ ๐จ๐ ๐ ๐ฎ๐ข๐๐๐ง๐๐, ๐๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐ญ๐ฒ, ๐๐ง๐ ๐ซ๐๐๐ฅ ๐๐จ๐ง๐ฏ๐๐ซ๐ฌ๐๐ญ๐ข๐จ๐ง๐ฌ.
If you are looking for clarity or not sure where to start, ๐ฅ๐๐ญ'๐ฌ ๐ฌ๐ญ๐๐ซ๐ญ ๐ญ๐ก๐ ๐๐จ๐ง๐ฏ๐๐ซ๐ฌ๐๐ญ๐ข๐จ๐ง๐งญ
See article for report from Sun Life on this subject.
If you are looking for clarity or not sure where to start, letโs start the conversation.
https://www.benefitscanada.com/news/bencan/women-lag-men-in-use-of-workplace-retirement-savings-plans-report/
๐๐จ๐ฆ๐๐ง ๐๐ซ๐ ๐ฎ๐ง๐๐๐ซ๐ฎ๐ญ๐ข๐ฅ๐ข๐ณ๐ข๐ง๐ ๐ฐ๐จ๐ซ๐ค๐ฉ๐ฅ๐๐๐ ๐ซ๐๐ญ๐ข๐ซ๐๐ฆ๐๐ง๐ญ ๐ฌ๐๐ฏ๐ข๐ง๐ ๐ฌ ๐ฉ๐ฅ๐๐ง๐ฌ ๐๐ง๐ ๐ซ๐๐ญ๐ข๐ซ๐ ๐ฐ๐ข๐ญ๐ก 27% ๐ฅ๐๐ฌ๐ฌ ๐ฌ๐๐ฏ๐ข๐ง๐ ๐ฌ ๐ญ๐ก๐๐ง ๐ฆ๐๐ง. (see report from Sun Life below)
โReal Stories. Real Impactโ wasnโt just a title, it reflected what we discussed on the panel: the growing role of women in wealth, and the reality that confidence and access havenโt caught up to the opportunity.
๐๐๐ซ๐ ๐ข๐ฌ ๐ฐ๐ก๐๐ญ ๐ข๐ฌ ๐๐ซ๐ข๐ฏ๐ข๐ง๐ ๐ญ๐ก๐ ๐ ๐๐ฉ:
๐Women are less likely to maximise employer matching (๐๐ซ๐๐ ๐ฆ๐จ๐ง๐๐ฒ ๐ฅ๐๐๐ญ ๐๐๐ก๐ข๐ง๐)
๐The gap exists at every income level.
๐Itโs more pronounced during peak years (35-44)
๐Women often contribute less, even as primary earners.
๐Financial confidence has a bigger impact than knowledge alone.
The shift happens with the right support.
Women who use planning tools and financial advice increase participation from 33% to 75%.
๐๐ก๐๐ญ ๐ข๐ฌ ๐ญ๐ก๐ ๐ฉ๐จ๐ฐ๐๐ซ ๐จ๐ ๐ ๐ฎ๐ข๐๐๐ง๐๐, ๐๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐ญ๐ฒ, ๐๐ง๐ ๐ซ๐๐๐ฅ ๐๐จ๐ง๐ฏ๐๐ซ๐ฌ๐๐ญ๐ข๐จ๐ง๐ฌ.
If you are looking for clarity or not sure where to start, ๐ฅ๐๐ญ'๐ฌ ๐ฌ๐ญ๐๐ซ๐ญ ๐ญ๐ก๐ ๐๐จ๐ง๐ฏ๐๐ซ๐ฌ๐๐ญ๐ข๐จ๐ง๐งญ
See article for report from Sun Life on this subject.
If you are looking for clarity or not sure where to start, letโs start the conversation.
https://www.benefitscanada.com/news/bencan/women-lag-men-in-use-of-workplace-retirement-savings-plans-report/
โReal Stories. Real Impactโ wasnโt just a title, it reflected what we discussed on the panel: the growing role of women in wealth, and the reality that confidence and access havenโt caught up to the opportunity.
๐๐๐ซ๐ ๐ข๐ฌ ๐ฐ๐ก๐๐ญ ๐ข๐ฌ ๐๐ซ๐ข๐ฏ๐ข๐ง๐ ๐ญ๐ก๐ ๐ ๐๐ฉ:
๐Women are less likely to maximise employer matching (๐๐ซ๐๐ ๐ฆ๐จ๐ง๐๐ฒ ๐ฅ๐๐๐ญ ๐๐๐ก๐ข๐ง๐)
๐The gap exists at every income level.
๐Itโs more pronounced during peak years (35-44)
๐Women often contribute less, even as primary earners.
๐Financial confidence has a bigger impact than knowledge alone.
The shift happens with the right support.
Women who use planning tools and financial advice increase participation from 33% to 75%.
๐๐ก๐๐ญ ๐ข๐ฌ ๐ญ๐ก๐ ๐ฉ๐จ๐ฐ๐๐ซ ๐จ๐ ๐ ๐ฎ๐ข๐๐๐ง๐๐, ๐๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐ญ๐ฒ, ๐๐ง๐ ๐ซ๐๐๐ฅ ๐๐จ๐ง๐ฏ๐๐ซ๐ฌ๐๐ญ๐ข๐จ๐ง๐ฌ.
If you are looking for clarity or not sure where to start, ๐ฅ๐๐ญ'๐ฌ ๐ฌ๐ญ๐๐ซ๐ญ ๐ญ๐ก๐ ๐๐จ๐ง๐ฏ๐๐ซ๐ฌ๐๐ญ๐ข๐จ๐ง๐งญ
See article for report from Sun Life on this subject.
If you are looking for clarity or not sure where to start, letโs start the conversation.
https://www.benefitscanada.com/news/bencan/women-lag-men-in-use-of-workplace-retirement-savings-plans-report/
๐๐ก๐๐ซ๐ ๐ข๐ฌ ๐ ๐ช๐ฎ๐ข๐๐ญ ๐๐ฎ๐ญ ๐ฉ๐จ๐ฐ๐๐ซ๐๐ฎ๐ฅ ๐ฌ๐ก๐ข๐๐ญ ๐ก๐๐ฉ๐ฉ๐๐ง๐ข๐ง๐ โฆ.
Over the next two decades, trillions of dollars will move into the hands of women.
This isnโt small.
Itโs not increments.
Itโs the largest weal transfer in history, and women are at the center of it.
๐๐ง๐ ๐ฒ๐๐ญโฆ.
โข Many of us were never taught how to manage wealth.
โข We were not always included in financial conversations.
โข We were not always given the tools to lead financially.
๐๐ก๐๐ญ ๐ข๐ฌ ๐ฐ๐ก๐ฒ ๐ฌ๐ฉ๐๐๐๐ฌ ๐ฅ๐ข๐ค๐ ๐ญ๐ก๐ข๐ฌ ๐ฆ๐๐ญ๐ญ๐๐ซ.
I am sharing an important moment with my networking group, a table of women entrepreneurs supporting each other, lifting each others business, learning together, and growing together.
A special ๐ญ๐ก๐๐ง๐ค ๐ฒ๐จ๐ฎ to the one and only @Tracy Smith for keeping our group connected, relevant and empowered. We are enjoying a cup of coffe @My INDIE Coffee in the Aurora Cultural Centre.
Because financial independence does not happen by accident. It happens through education, support, and intentional planning.
๐๐ก๐ฒ ๐ญ๐ก๐ข๐ฌ ๐ฆ๐๐ญ๐ญ๐๐ซ๐ฌ ๐ฆ๐จ๐ซ๐ ๐ญ๐ก๐๐ง ๐๐ฏ๐๐ซ:
Many women will gain access to wealth through life transitions, inheritance, widowhood, divorce, retirement pensions. If you are not prepared, what should be an opportunity can quickly become overwhelming.
Financial knowledge creates confidence, options, and freedom. You donโt need to have all the answers, but you do need to be in the room, ask questions, and take ownership.
Because the future of wealth is increasingly female. And planning today does not just impact our lives, it shapes generations after us.
๐ ๐ข๐ง๐ฏ๐ข๐ญ๐ ๐ฒ๐จ๐ฎ ๐ญ๐จ ๐ฌ๐ญ๐๐ซ๐ญ ๐ญ๐ก๐ ๐๐จ๐ง๐ฏ๐๐ซ๐ฌ๐๐ญ๐ข๐จ๐ง.
I can help you get ready. ๐๐จ๐ง๐๐ฒ ๐๐ฅ๐๐ซ๐ข๐ญ๐ฒ ๐ข๐ฌ ๐๐ซ๐๐๐๐จ๐ฆ, do not let anything get in the way.
The conversations you have today, will shape your tomorrow. ๐๐๐ญโ๐ฌ ๐๐จ๐ง๐ง๐๐๐ญ๐งญ
Over the next two decades, trillions of dollars will move into the hands of women.
This isnโt small.
Itโs not increments.
Itโs the largest weal transfer in history, and women are at the center of it.
๐๐ง๐ ๐ฒ๐๐ญโฆ.
โข Many of us were never taught how to manage wealth.
โข We were not always included in financial conversations.
โข We were not always given the tools to lead financially.
๐๐ก๐๐ญ ๐ข๐ฌ ๐ฐ๐ก๐ฒ ๐ฌ๐ฉ๐๐๐๐ฌ ๐ฅ๐ข๐ค๐ ๐ญ๐ก๐ข๐ฌ ๐ฆ๐๐ญ๐ญ๐๐ซ.
I am sharing an important moment with my networking group, a table of women entrepreneurs supporting each other, lifting each others business, learning together, and growing together.
A special ๐ญ๐ก๐๐ง๐ค ๐ฒ๐จ๐ฎ to the one and only @Tracy Smith for keeping our group connected, relevant and empowered. We are enjoying a cup of coffe @My INDIE Coffee in the Aurora Cultural Centre.
Because financial independence does not happen by accident. It happens through education, support, and intentional planning.
๐๐ก๐ฒ ๐ญ๐ก๐ข๐ฌ ๐ฆ๐๐ญ๐ญ๐๐ซ๐ฌ ๐ฆ๐จ๐ซ๐ ๐ญ๐ก๐๐ง ๐๐ฏ๐๐ซ:
Many women will gain access to wealth through life transitions, inheritance, widowhood, divorce, retirement pensions. If you are not prepared, what should be an opportunity can quickly become overwhelming.
Financial knowledge creates confidence, options, and freedom. You donโt need to have all the answers, but you do need to be in the room, ask questions, and take ownership.
Because the future of wealth is increasingly female. And planning today does not just impact our lives, it shapes generations after us.
๐ ๐ข๐ง๐ฏ๐ข๐ญ๐ ๐ฒ๐จ๐ฎ ๐ญ๐จ ๐ฌ๐ญ๐๐ซ๐ญ ๐ญ๐ก๐ ๐๐จ๐ง๐ฏ๐๐ซ๐ฌ๐๐ญ๐ข๐จ๐ง.
I can help you get ready. ๐๐จ๐ง๐๐ฒ ๐๐ฅ๐๐ซ๐ข๐ญ๐ฒ ๐ข๐ฌ ๐๐ซ๐๐๐๐จ๐ฆ, do not let anything get in the way.
The conversations you have today, will shape your tomorrow. ๐๐๐ญโ๐ฌ ๐๐จ๐ง๐ง๐๐๐ญ๐งญ
๐๐ก๐๐ซ๐ ๐ข๐ฌ ๐ ๐ช๐ฎ๐ข๐๐ญ ๐๐ฎ๐ญ ๐ฉ๐จ๐ฐ๐๐ซ๐๐ฎ๐ฅ ๐ฌ๐ก๐ข๐๐ญ ๐ก๐๐ฉ๐ฉ๐๐ง๐ข๐ง๐ โฆ.
Over the next two decades, trillions of dollars will move into the hands of women.
This isnโt small.
Itโs not increments.
Itโs the largest weal transfer in history, and women are at the center of it.
๐๐ง๐ ๐ฒ๐๐ญโฆ.
โข Many of us were never taught how to manage wealth.
โข We were not always included in financial conversations.
โข We were not always given the tools to lead financially.
๐๐ก๐๐ญ ๐ข๐ฌ ๐ฐ๐ก๐ฒ ๐ฌ๐ฉ๐๐๐๐ฌ ๐ฅ๐ข๐ค๐ ๐ญ๐ก๐ข๐ฌ ๐ฆ๐๐ญ๐ญ๐๐ซ.
I am sharing an important moment with my networking group, a table of women entrepreneurs supporting each other, lifting each others business, learning together, and growing together.
A special ๐ญ๐ก๐๐ง๐ค ๐ฒ๐จ๐ฎ to the one and only @Tracy Smith for keeping our group connected, relevant and empowered. We are enjoying a cup of coffe @My INDIE Coffee in the Aurora Cultural Centre.
Because financial independence does not happen by accident. It happens through education, support, and intentional planning.
๐๐ก๐ฒ ๐ญ๐ก๐ข๐ฌ ๐ฆ๐๐ญ๐ญ๐๐ซ๐ฌ ๐ฆ๐จ๐ซ๐ ๐ญ๐ก๐๐ง ๐๐ฏ๐๐ซ:
Many women will gain access to wealth through life transitions, inheritance, widowhood, divorce, retirement pensions. If you are not prepared, what should be an opportunity can quickly become overwhelming.
Financial knowledge creates confidence, options, and freedom. You donโt need to have all the answers, but you do need to be in the room, ask questions, and take ownership.
Because the future of wealth is increasingly female. And planning today does not just impact our lives, it shapes generations after us.
๐ ๐ข๐ง๐ฏ๐ข๐ญ๐ ๐ฒ๐จ๐ฎ ๐ญ๐จ ๐ฌ๐ญ๐๐ซ๐ญ ๐ญ๐ก๐ ๐๐จ๐ง๐ฏ๐๐ซ๐ฌ๐๐ญ๐ข๐จ๐ง.
I can help you get ready. ๐๐จ๐ง๐๐ฒ ๐๐ฅ๐๐ซ๐ข๐ญ๐ฒ ๐ข๐ฌ ๐๐ซ๐๐๐๐จ๐ฆ, do not let anything get in the way.
The conversations you have today, will shape your tomorrow. ๐๐๐ญโ๐ฌ ๐๐จ๐ง๐ง๐๐๐ญ๐งญ
Over the next two decades, trillions of dollars will move into the hands of women.
This isnโt small.
Itโs not increments.
Itโs the largest weal transfer in history, and women are at the center of it.
๐๐ง๐ ๐ฒ๐๐ญโฆ.
โข Many of us were never taught how to manage wealth.
โข We were not always included in financial conversations.
โข We were not always given the tools to lead financially.
๐๐ก๐๐ญ ๐ข๐ฌ ๐ฐ๐ก๐ฒ ๐ฌ๐ฉ๐๐๐๐ฌ ๐ฅ๐ข๐ค๐ ๐ญ๐ก๐ข๐ฌ ๐ฆ๐๐ญ๐ญ๐๐ซ.
I am sharing an important moment with my networking group, a table of women entrepreneurs supporting each other, lifting each others business, learning together, and growing together.
A special ๐ญ๐ก๐๐ง๐ค ๐ฒ๐จ๐ฎ to the one and only @Tracy Smith for keeping our group connected, relevant and empowered. We are enjoying a cup of coffe @My INDIE Coffee in the Aurora Cultural Centre.
Because financial independence does not happen by accident. It happens through education, support, and intentional planning.
๐๐ก๐ฒ ๐ญ๐ก๐ข๐ฌ ๐ฆ๐๐ญ๐ญ๐๐ซ๐ฌ ๐ฆ๐จ๐ซ๐ ๐ญ๐ก๐๐ง ๐๐ฏ๐๐ซ:
Many women will gain access to wealth through life transitions, inheritance, widowhood, divorce, retirement pensions. If you are not prepared, what should be an opportunity can quickly become overwhelming.
Financial knowledge creates confidence, options, and freedom. You donโt need to have all the answers, but you do need to be in the room, ask questions, and take ownership.
Because the future of wealth is increasingly female. And planning today does not just impact our lives, it shapes generations after us.
๐ ๐ข๐ง๐ฏ๐ข๐ญ๐ ๐ฒ๐จ๐ฎ ๐ญ๐จ ๐ฌ๐ญ๐๐ซ๐ญ ๐ญ๐ก๐ ๐๐จ๐ง๐ฏ๐๐ซ๐ฌ๐๐ญ๐ข๐จ๐ง.
I can help you get ready. ๐๐จ๐ง๐๐ฒ ๐๐ฅ๐๐ซ๐ข๐ญ๐ฒ ๐ข๐ฌ ๐๐ซ๐๐๐๐จ๐ฆ, do not let anything get in the way.
The conversations you have today, will shape your tomorrow. ๐๐๐ญโ๐ฌ ๐๐จ๐ง๐ง๐๐๐ญ๐งญ
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