Newsletter

In a recent study conducted by the ‘National Retail Federation and Prosper Insights and Analytics’, it was found that the average American family will spend just south of $700 for back-to-school costs in 2019. Is your child soon to be a college student? The same survey reported you should be ready to spend a little less than $1,000 alone for start-up school supplies. While this cost seems large, it’s just a part of your financial portfolio. Back-to-school time is not only a great time to plan a scholastic budget, but also reviewing and reassessing your financial plan. Below is your Official 2019 Back-To-School Financial Guide to make sure your student, and your financial goals, stay on track:

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What does Summer remind you of? Maybe it’s the feeling of jumping into a cool pool after a day in the summer heat; or maybe it’s the sound of the ice cream truck as you are bolting out the door with whatever change you could get your hands on. From lazy days in air conditioning to random road trips and more; summer is full of memories, and more importantly, choices.

In Part 3 and the final installation of ‘SIZZLIN SUMMER SERIES’, we will go into the top 3 financial choices you should research before making a decision:

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The official start of Summer – June 21^st – is right around the corner. As we cruise into part two or our Sizzlin’ Summer Series, we will make a splash with the best cities to retire in 2019.

Get your Hawaiian shirts on, coolers filled, and beach towels ready, because here come the Top 4 Places To retire!

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This last Winter was one for the books. With record snowfall, rain, and cold temperatures, it’s safe to say that most of us are ready for warmer weather. What better way to celebrate the onset of sunshine and warm temps than with a three-part newsletter series to help you enjoy Summer!

In this month’s newsletter, we will dive into the top 3 places to travel, based on the Summer months:

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April is Financial Literacy Month

Do you consider yourself financially literate? According to a study by S&P Global, 57% of American adults are financially literate, ranking the U.S. 14^th in the world. As a way to increase financial understanding, April is considered Financially Literacy month!

Whether you’re a financial guru or consider yourself a newbie, here’s 3 ways to make a difference in your finances this April!

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With the official start the Spring being March 20^th, the entire country can now start shedding layers after a record-breaking winter. Along with spring comes nice temperatures, fresh crisp smells, and most importantly, spring cleaning. Typically, spring cleaning will consist of throwing out or donating unused items, organizing the house and cleaning the shed no one has touched since last spring; however, Spring is also a great time to clean up.

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There are 12 Months, 52 weeks, 365 days, 525,949 minutes in a year. From holidays, to appointments and birthdays, a lot can happen and even more can be forgotten.

To help you worry about less and focus on more; here’s 5 important dates you should remember when it comes to planning your financial journey:

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The holidays are in the rearview and the New Year is just over the horizon. As everyone starts the New Year off with positive changes and new annual goals, make sure your finances are one of them! Don’t let your financial dreams fall out of reach by checking out these 4 financial changes you should promise yourself as you head into 2019.

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Twas a few weeks before Christmas, and all through the house, not a person was over-spending, not even on decorations for the house.

Receipts and bills were paid and filed away with care, in hopes of a fresh financial start to the New Year. Retirement funds have nestled all snug in their accounts, while payments and savings would grow that amount.

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The holidays are upon us! And with the holidays comes the fun tradition of holiday shopping! Just as you should plan when shopping, you should also plan when dealing with finances. Although the Financial Literacy month isn’t until next year, we wanted to get a head start by celebrating Canada’s Financial Literacy month, November! Before meeting with your financial planner, check out these 4 must-know financial terms:

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