Stephanie Andrews
106-18 Queen Street C1A 4A1 Charlottetown, PE, Canada
Category
General Information
Locality: Charlottetown, Prince Edward Island
Phone: +1 902-940-0242
Address: 106-18 Queen Street C1A 4A1 Charlottetown, PE, Canada
Website: stephanieandrews.ca
Likes: 222
Reviews
Facebook Blog
Are you saving in your TFSA? If so, STOP! So, what do you do instead?... You INVEST inside your TFSA. "Canadians need cash now more than ever. By putting just a little away each month, you can turn nothing into an incredible amount of something. All it takes is a little planning, and suddenly you’ll have an enormous amount of cash that isn’t just saving, but paying you for your investment!" Learn more: https://www.fool.ca//ar-thursday-cra-warns-canadians-sto/
FAQ: How do I plan for the taxes on my estate when I pass away? Some people might choose to protect their estate by purchasing a permanent life insurance policy to help offset the cost of income taxes on their estate after they pass away. Others might transfer their assets tax-free to their spouse/partner.... While those are just a few examples, there are strategies that can help you reduce or avoid the tax burden on your estate after you pass away, and as an IG Wealth Management Consultant, I can help you figure out which ones makes sense for your situation. Send me a message if you want to discuss your situation. #igwealthmanagement #financialplanning #personalfinance
My holistic approach to financial planning is comprehensive and goes beyond traditional investment advice to consider all aspects of your financial life. I'm committed to providing the right information and advice you need to feel confident about your family’s future.
Sometimes this reminder is bittersweet. It would be wonderful if opportunities just dropped in your lap daily, don't you think? Some days, working toward my big goals feels like I'm spinning my tires (and we have very red mud here so it's a big ol' mess!). ... Ultimately, I think my determination, my drive and my success, are due in large part to knowing that while it's not always easy, it is true. You create your opportunities. A little bit everyday.
No one is expected to find the perfect balance of savings, investments, and protection on their own! It just so happens that I have the tools, experience, and knowledge you need to create a truly synchronized plan that stops the leaks and helps you take advantage of all life’s opportunities. Send me a message to schedule a time to chat about your current situation and your goals.... Let’s build your wealth together!
Time in the market, not timing the market, is what builds wealth. ith the odds so overwhelmingly in favour of gains, why do so many investors fight those odds trying to time the market? https://www.investorsgroup.com//why-market-timing-doesn-t-
Financial POP QUIZ time! Which method builds wealth: a) Skipping that latte ... b) Time in the market, not timing the market C) Stamp collecting I'll go easy on you. The answer is b! Go treat yourself to a latte for being so studious!
When you're young, life insurance probably isn't on your mind. But, if you have a family or people who depend on you, it should be. Life insurance can help family or dependents replace your income or pay off debts if you die unexpectedly. For anyone who has someone counting on their income to survive including children, a spouse, or even a parent having life insurance is a must. Here's more info about life insurance. Reach out to me if you want to discuss your life insur...ance needs! https://www.investorsgroup.com//4-signs-you-should-already
I have a business because I want to be in charge of the time I spend with my young family. What is your 'why'?
I'm challenging your money assumptions! True or false: in order to have the future I want, I need to put off living my life now. Let me know your knee-jerk reaction below!
This year hasn't exactly gone according to plan. How has your financial well-being been affected? IG Wealth Management has created an on-line tool called the IG Living Plan Snapshot. It gives you a financial well-being score that shows how prepared you are to adapt to life's changes. You can get your score today at: http://ow.ly/tWU750Bx57l.
You can achieve financial well-being when your financial needs are truly synchronized. https://advisor.investorsgroup.com/en/stephanie_andrew
Excellence, yes! Perfection, no way. Are you a reformed perfectionist as well?
Meeting with clients annually is very important to me. You may think that sounds obvious. Then you would also be surprised to learn that sometimes it’s not easy to get busy people to sit down and focus on their finances for an hour or two. I prioritize annual reviews with clients not because it’s expected of me by the powers that be but because I believe a well-constructed financial plan should evolve as your life changes.
Looking for recommendations for books and podcasts! We spend years and years in school being taught WHAT to think but we aren’t taught HOW to think. As an entrepreneur, I find working on my mindset to be one of the most important skills in my tool box to work with.... We never stop working on this skill and as business owners, we never stop being shown how much more we need to progress. What resources have you found helpful for your mindset? Please share with me! I love reading and I love podcasts!
So much of the information about personal finance and retirement that is out there tends to be about couples. But when you read this stat, you realize that one important group is being ignored: 90% of women will end up managing their own finances at some point. ... With longer life expectancy and gender wage gap, retirement planning is especially important for women. https://business.financialpost.com//why-women-shouldnt-let
Do you know what the right combination & amount of life insurance coverage is right for your lifestyle? The right choices change as your life does! We offer a full suite of life insurance and living benefits products can help protect your loved ones through all of life’s adventures.... Send me a message if you want to discuss your coverage needs. https://www.investorsgroup.com/en/insurance
Do you think you would slide into retirement life easily? The transition from working to retirement is one we dream about for years. You would think it would be glorious but oftentimes, it can be a struggle to adapt to the new normal. I would imagine that a global pandemic would only make that transition more difficult.... If you made this transition, what tips do you have to share? https://www.investorsgroup.com//should-you-get-a-life-coac
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