Keller Financial & Business Planning

Do You Really Have a Financial Plan? If you think a financial planner only handles your RRSPs or taxes, or that financial planning is the same as investment pla...nning, you’re only seeing part of a much bigger picture. In fact, you may be missing out on many of the benefits that the financial planning process has to offer. CONTACT US FOR MORE INFO www.stellarwealthgroup.com https://www.financialplanningforcanadians.ca//do-you-need- #retirement #retirementplanning #snowbirds #crossborder #money #financialplanning #business #businessplanning #finance #entrepreneur #professionals #retiree #retired #highnetworth #investmentmanagement #investing #investmentplanning #tax #taxplanning #crossborder #livingyourbestlife #crossborderlife #stellarlife #financial #financialfreedom #financialliteracy #cfp #cpa #investments #cashflow

The Financial Planning Process ties directly to each of these areas.....it delivers "the means" to do the things that makes you the happiest. #retirement #retir...ementplanning #snowbirds #crossborder #money #cfp #financialplanning #business #businessplanning #finance #entrepreneur #professionals #retiree #retired #highnetworth #luxuryliving #luxurylife #investing #investmentplanning #tax #taxplanning #crossborder #livingyourbestlife #crossborderlife #yourstellarlife #freedom #financial #financialfreedom CONTACT US TO FIND OUT HOW... www.stellarwealthgroup.com [email protected] 204-444-4032

6 WAYS TO EXTEND THE LIFE OF YOUR RETIREMENT NEST EGG... #retirement #retirementplanning #snowbirds #crossborder #money #financialplanning #business #businesspl...anning #finance #entrepreneur #investing #tax #taxplanning #crossborder #livingyourbestlife #crossborderlife #yourstellarlife http://www.moneysense.ca//6-ways-to-extend-the-life-of-yo/

YOUR WEEKEND "FOOD FOR THOUGHT" RESULTS Boarding......great concept for the financial/business planning process #yourstellarlife #retirement #retirementplanning... #snowbirds #crossborder #stellarlife #money #financialplanning #business #businessplanning #finance #entrepreneur #investing #tax #taxplanning #livingyourbestlife #crossborderlife https://www.youtube.com/watch?v=rxQqrIRcMXg

INCREASE YOUR RETIREMENT "NEST EGG" BY SPENDING TIME SOUTH OF THE BORDER. #retirement #retirementplanning #snowbirds #crossborder #stellarlife #money #financial...planning #business #businessplanning #finance #entrepreneur #investing #tax #taxplanning #livingyourbestlife #tax #crossborder #snowbirds #entrepreneur #businessowner #dualcitizen #usexpat #usexpats #taxplanning #business #businesssuccession #businessplanning #retirementplanning #professionals #cfp #financialplanning #money #crossborderlife https://www.theglobeandmail.com//increase/article38127593/

Federal Budget.........What does it mean for you (and your business)? #canada #money #financialplanning #businessplanning #business #retirementplanning #tax #taxplanning

GAME CHANGER- US Tax Reform. This is very important to be aware of and to share with Dual Citizens, US Persons that own Businesses/ Corporations. #tax #crossbo...rder #snowbirds #entrepreneur #businessowner #dualcitizen #usexpat #usexpats #taxplanning #business #businesssuccession #businessplanning #retirementplanning #professionals #cfp #financialplanning #money #crossborderlife #crossborderbusiness #FATCA #USTaxReform Contact Us: www.stellarwealthgroup.com [email protected] 204-801-8065 (Canada) 480-336-2424 (USA) http://business.financialpost.com//individual-canadians-es

VIDEO- "The Do's and Don'ts when the Market Dives" https://www.bnn.ca//the-dos-and-don-ts-when-the-market-div #retirement #investing #financialplanning #retir...ementplanning #money #success #investmentplanning #finance For more information contact us: www.stellarwealthgroup.com

Pleased to contribute to the Winnipeg Free Press Article "SNOWBIRDS NEED TO KNOW TAX RULES" #snowbird #snowbirds #crossborder #crossborderlife #stellarlife #re...tirement #retirementplanning #financialplanning #tax #cfp https://www.winnipegfreepress.com//snowbirds-need-to-know- Please share with friends/ family that travel/spend time in the US or own property (or plan to buy/ sell US property). Contact us for more information. www.stellarwealthgroup.com

Proposed tax changes miss the boat on financial security for all... #retirement #retirementplanning #snowbirds #crossborder #stellarlife #money #financialplanni...ng #business #businessplanning #finance #entrepreneur #investing #tax #taxplanning https://www.theglobeandmail.com//proposed/article37146469/

Everybody's pretty excited this morning

TRUSTWORTHINESS.....How you find the right Financial Planner for you. #retirement #retirementplanning #snowbirds #crossborder #money #financialplanning #busines...s #businessplanning #finance #entrepreneur #stellarlife #investing #investmentmanagement FIND OUT MORE.... http://www.stellarwealthgroup.com/approach https://www.youtube.com/watch?v=o1LJgomc6ZM

WHAT'S YOUR STORY........and how does it apply to your Financial Mindset? #financialplanning #finance #retirement #success #leadership #mindset " THE IDEA: We ...all have a story. It explains our past and inspires our future; it is, was, and will be essential to who we become. As Harvard’s Dr. Howard Gardner says, stories constitute the single most powerful weapon in a leader’s arsenal. The research suggests we almost exclusively operate within a ‘story mindset.’ Leaders who are not afraid to enter someone’s story understand the power of empathy. But leaders who are not afraid to share their own story understand the power of vulnerability. The future belongs to the storytellers." http://mackelevationforum.com/whats-your-story/ THE ACTION: visit our website and download the Financial Planning Questionnaire to build your success story and share with those that you care about. www.stellarwealthgroup.com http://www.stellarwealthgroup.com/contact

How Morneau’s small-business tax cut increased another tax without people noticing #tax #financialplanning #smallbiz #businessplanning http://business.financialpost.com//how-morneaus-small-busi

This Weird (and Accurate) Advice Is a Must-Read for Every Budding Entrepreneur...... #business #entrepreneur #financialplanning #cfp https://www.inc.com//this-weird-advice-from-elon-musk-is-a

"LIVING THE CROSS-BORDER LIFE" Wine & Cheese- Bring a Friend Client Event Many professionals and snowbirds are favoring the cross border lifestyle. Either to ...own a vacation property or to spend time in warmer climates throughout the year. We provide the advice and solutions to support the cross border lifestyle or business. Cross Border Planning is a relatively new concept for many people. With recent tax law changes/ intergovernmental agreements, our borders have become blurred. There are numerous reporting requirements that many people are not aware of that can have significant consequences/ penalties for failure to file. It is essential to understand potential exposure and structure assets accordingly. We look forward to sharing the strategies to build your Cross Border Lifestyle. WED, OCT 25th at 6PM CARDINAL CAPITAL MANAGEMENT INC. 1780 Wellington Ave, Winnipeg, MB THURS, OCT 26th at 1PM STELLAR WEALTH BOARDROOM Unit 2-539 Main St, Oakbank, MB Space is limited. Share with your friends/ family and RSVP to [email protected] or contact us at 204-444-4032. Co-hosted by Cardinal Capital Management Inc. #investing #snowbirds #retirement #financialplanning #money #tax #crossborder #stellarlife

Morneau to testify about controversial tax proposals http://www.wealthprofessional.ca//morneau-to-testify-about #tax #money #entrepreneur #smallbiz #smallbusiness #investing

AVERAGE CANADIANS STRANDED IN A STORM OF LIBERAL TAX CHANGES #money #smallbiz #business #retirement #investing #financialplanning http://razorplan.com/canadians-stranded-liberal-tax-changes/

INSIGHTFUL ......WORTH TAKING A COUPLE OF MINUTES TO REVIEW. #investing #retirement #financialplanning The Canadian Money State of Mind Risk Survey... https://www.getsmarteraboutmoney.ca//canadian-money-stat/