Why are you reading this? The Summer Kick Off Issue of Design Your Future
?Steve MacLellan, P.Eng - The Financial Engineer?
Entrepreneurs: It’s Time to Stop Overpaying on Taxes and Start Building Your Financial Legacy
Welcome to June's issue of Design Your Future, where we're dedicated to helping you grow, control, and keep what you build instead of giving it away to taxes, fees, loss, and the unknown. Even though you should be outside, soaking up the sunshine, we did our best to add value so you can enjoy the rest of your summer while earning even more money!
In this Issue you will find:
How to Make More Money THIS Summer
As we embrace the lazy, hazy dog days of summer, it's time to relax, recharge, and indulge in quality time with loved ones. But here's the exciting part – it's also an excellent opportunity to make more money - chang ching chang ching!
Here's your 5-step plan to balance leisure and productivity during this rejuvenating season while giving you the opportunity to make more money:
How does this help you make more money?
By taking a moment to pause and rejuvenate, you can regain your energy, clarity, and focus.
Embracing a switch-like approach, alternating between "ON" and "OFF" modes, you allow yourself the opportunity to recharge fully.
Summer serves as an ideal time to refuel, ensuring that you can operate at full capacity for the remainder of the year. Investing in self-care and quality time with loved ones enhances your overall well-being, which in turn positively impacts your productivity and financial success.
When the busier seasons arrive, you'll be equipped with a renewed spirit and a sharper mind, ready to seize new opportunities and make even more money.
So, as you bask in the joys of summer, remember to strike a harmonious balance between relaxation and drive. Use this time to reflect on your goals, refine your strategies, and invest in personal growth. Recharge, refuel, and prepare to go full "ON" for the upcoming months.
Embrace the summer as your catalyst for success!
Your Financial Success, Our Priority
Navigate the complexities of financial planning, including taxes, with confidence. We also promote special events and introduce you to business owners who are making our communities even better.
Did you know you can invest your money in more ways than just the stock market?
One exciting avenue is earning royalties from music. Imagine this: every time you hear Taylor Swift on the radio, you could be making money! Yes, it's possible to invest in music royalties and enjoy a unique income stream that's not tied to market fluctuations. Diversifying your investment portfolio can open doors to unexpected and lucrative opportunities. Ready to explore how you can expand your financial horizons and capitalize on creative investments like music royalties? Let’s chat about how you can make your money work for you in innovative ways.
The Sting of Public Criticism...
Ever feel the sting of public criticism? I did, and it shook me to my core.
A few months ago, I shared a post comparing a properly designed whole life policy to a popular Canadian Balanced fund. I believed it was an insightful comparison, showing how whole life policies could provide superior benefits in certain financial strategies. However, the reaction was intense. I received harsh and demeaning comments from other financial advisors, questioning my approach and insights. (click the picture to read the article that caused the controversy)
At first, I was taken aback and even doubted myself. The criticism was sharp, and the sting was real. But then, I realized something crucial: meaningful change often stirs controversy. The backlash reinforced my belief in providing clients with the best possible financial advice, even if it challenges conventional wisdom.
Through this experience, I've become more dedicated to educating and empowering my clients with innovative financial strategies. A properly designed whole life policy can be a powerful tool for growth, control, and security—benefits that many overlook.
If you're tired of traditional advice and want to explore financial strategies that could truly make a difference, let's connect. I'm here to help you navigate through the noise and find what works best for you. Don’t let conventional thinking hold you back from achieving your financial goals.
Reach out, and let’s design a plan that aligns with your vision and values.
领英推荐
Explore Our Financial Planning Services
Millionaire Mindset on Mondays is BACK!
This season, we're kicking off with the one and only Monika Jazyk, an expert who has transformed countless lives with her insights on wealth creation and financial freedom.
Imagine gaining access to strategies and secrets that could propel your financial success beyond your wildest dreams.
Don’t miss out on this incredible opportunity! Registration closes on June 24
High Net Worth Investments Opportunities!
Interested in Private Banking, High Net Worth Investment Opportunities and Strategies generally reserved for those who have more than $5M in their bank account?
If you earn $250,000/year or more, join our exclusive 1 hour event with special guest speakers Jansen Shrubb and Curtis Scaplen on July 19 from 11-noon. Email [email protected] for more details.
Our Charity Ball Hockey Tournament has been Re-Scheduled for September 7!
What?: 4 on 4 Ball Hockey for ages 10 and up! Food and beverages are provided, live music and after-party too!
When?: Saturday, Sept 7, 2024
Why?: All proceeds go towards the Community Recreational Turf Field in Fall River
Rules: Each game is two (2) 12 min periods. Teams consist of a min of 5 to a max of 13 players per team. Registration is $250/team
Sponsorship and advertising is available. Reply to [email protected] and click this link for more details!!
Interested in Creating More Wealth with Real Estate?
Meet Monika Jazyk - Wealth Builder and Founder of RPI Education
Join Monika on a special Millionaire Mindset on Mondays on June 24 - register HERE
Check out Monika and RPI at https://rpinvestments.ca
Tax Reduction Strategies for High Earners in 2024
When governments raise taxes to excessive levels, it can have significant implications for individuals, businesses, and the overall economy. Let's explore what happens when taxes are increased beyond reasonable limits.
If you had one financial question that you would like the answer to, what would that question be?
Let's us know and will do our best to find the answer and include it the next issue of Design Your Future!
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