Design An Even Better - December Issue "How to save and make Money over the Holidays"

 

Check out some ideas on how to save and make money over the holidays....

This is December's issue of Design Your Own Future with a strong focus on saving and making money over the Holidays and how to get a head start in 2022!

Not a client? Click here to see if our value based planning approach is for you


Design Your Future

Inside this issue...

  • Top 5 Myths the Financial Industry is Trying to Sell You - Myth #5
  • How to Save and Make Money over the Holidays
  • New provincial support and existing federal support update
  • Investment Tip of the Month - From 5 Different Advisors
  • Events - including the Infinite Banking Concept Masterclass, CANS, Chamber and must attend webinars
  • December Contest
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The Top 5 Myths the Financial Industry is Trying to Sell You…

Here's a recap:

Myth 1 - It's all about the rate of return

Myth 2 - Everyone needs a financial advisor

Myth 3 - Money will bring you happiness

Myth 4 - The Financial Plan is most important

Myth 5 - The more you invest, the more you make

Bonus Myth: Diversification means owning several funds and stocks

Watch the video and let us know what you would add

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How to Make and Save Money Over the Holidays

Do you know what your biggest expense in life is?

Hint: It's about to go up

Your biggest expense in life is...

Taxes.... How do you know if you are investing for max tax relief? Open to tax reduction strategies? If so, click here

Do you know what your next 2 biggest expenses in life are?

At this time of year, it may feel like shopping... which is partially true. For most Canadians, the next 2 big expenses are debt and miss management of funds.

Here's a quick video to help you find money that is falling through the cracks along with a system that helps you buy what you want and cut out a lot of crap spending - easily and effectively

Provincial Support and Existing Federal Support Update

We are not out of this yet, but getting close - each phase is described in detailed in the best resource I have come across for info on the lockdowns and panedmic support. Check the lastest and greatest on the Halifax Chamber Website.

To date, the best program for Business Owners is Canada Emergency Business Account:

If you are a small business or non-profit, you may be eligible for an interest-free loan of up to 60,000 of which 20,000 will be forgiven.

Design Your Future

BUSINESS OWNER OF THE MONTH

Would you like to have your product, service, or professional profile shared with 14,000+ (LinkedIn, Facebook, and Monthly Newsletter)? Every month, I will introduce a "do gooder" / business owner / entrepreneur that is making their communities even better with their business and "can do" attitude!!

Let's us know and we will make it happen - a review of 2021 Business Owners of the Month are coming your way in 2 weeks!

Design Your Future

Investment Tip of the Month

We recently hosted a webinar where 5 Different Advisors Gave Their #1 Financial Tip for Success - do you think they were all the same?

Steve MacLellan, P.Eng - The Financial Engineer, Owner of Design Your Future Financial Services states the Power of Association is VIP when creating and keeping your wealth - work with professionals only, those that have your best interest in mind - independent and unbiased is the way to go!

Scott Gannon, First Wealth Advisors Co-founder says you need to INC ASAP - even before you are ready- he then gives 6 reasons why!

Nicola Wood of REM Investment Group states a great and flexible group benefit package is needed to recruit and retain top talent.

Karen Chassé, CIP Chasse of Bema Consulting says rock solid book keeping is needed to ensure you are getting max tax benefits.

Anna-Marie Hubbard, owner of Copia HR mentions a strong focus on diversity and inclusion to ensure you have the top talent - strong, great people are the key to your and your company's success.

Powerful Stuff!!!

What would you add? Watch the video and let us know...

EVENTS:

Upcoming Webinars (Atlantic Time):

Let me know if you would like me to add your webinar here

I highly recommend the following resources to help you and your business expand and become more effective and efficient:

IceCap Asset Management
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Engineers NS
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Let me know if you would like a recording of my favorite business and financial webinars and podcasts. Make More Money and Design Your Future videos can be found here

December is a Great Time to

Say Thanks!!!!


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I wanted to take this time to say thank you. One way of saying thanks is giving $10, $250, and $1000 gift cards for introductions to people like you - it's our way of saying thanks! Reply to this email for more details!

When you're ready... here are 3 ways we can help:

Option 1.

Open to ideas on how to reduce your tax, invest more effectively and efficiently? If so, you can book a quick 15 min chat to see if I can help you too. Just CLICK HERE to see my calendar through our online scheduler.

Option 2.

Do it yourself with alliances and partnerships that offer direct ETF investing, financial planning tools and do it yourself insurance, I have placed my years of research and resources in one place. That place is here.

Option 3.

Attend my next free webinar: Every quarter I get together online with a handful of other local business owners and share with them the most current research and insights into proper financial planning - specifically for business owners. If you'd like to participate or just listen in on the next session, please email me at steve@thefinancialengineer.ca and I'll forward you the details.

Let's design an even better future!

Be Healthy, Wealthy and Wise! Push through the noise and...

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Profile ImageSteve MacLellan, P.Eng
"The Financial Engineer"
steve@thefinancialengineer.ca
+19022406508
www.DesignAnEvenBetterFuture.com
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