Tracey Marshall

Tracey Marshall

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Month: September 2024

Ready to Stop Working?

Not sure if you are financially stable enough to retire? If you can check off most of the following items chances are you’re ready. 1. Your home is paid for. Most people live on a reduced fixed income during retirement, so…

Tracey Marshall September 30, 2024 Uncategorized Read more

Mortgage Wall of Worry

As a wave of mortgages are set to renew over the next two years many Canadian homeowners are fearing the worst. Canadian banks have approximately $2 trillion in residential mortgages on their books, and most of those renewing are looking…

Tracey Marshall September 23, 2024 Uncategorized Read more

How to Teach Your Kids the Importance of Finances 

As a parent, it can seem almost impossible to teach your kids the importance of saving for their future and understanding the value of money. Depending on the age of your child, the way you teach these lessons may vary. …

Tracey Marshall September 16, 2024 Uncategorized Read more

You’ve been asked to be an Executor; now what?

It’s not the kind of question that comes up every day; so, before you accept automatically you should know what will be expected of you. Although you may be flattered by the request, your willingness to be someone’s executor should…

Tracey Marshall September 9, 2024 Uncategorized Read more

The 4-step beginners guide to investing

Paying rent, utility bills, debt payments and groceries while also trying to save money and have some left over cash for things you actually enjoy, can seem almost impossible to do. Especially during inflationary times when the prices of your…

Tracey Marshall September 3, 2024 Uncategorized Read more

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