Milner Financial Cobourg

We at Milner Financial want to wish everyone a very happy Canada Day. Milly was all decked out enjoying the Waterfront Festival and all the other festivities Cobourg had to offer this long-weekend. 🍁🌞⛱

We hope everyone had a safe, happy and fun holiday weekend!

School is out and summer is officially here! Congratulations, students for making it through another year! 🌞🌊

Milly visited the triplets at the Cobourg beach to celebrate… and to remind parents of the importance of contributing to an RESP. Mike is always here to discuss your child’s financial needs and to help you set them up for a successful education. 👨‍🎓📚💰

Have a safe and happy weekend! 🏖

The safety our clients’ information is of utmost importance to us, but you must also take action to protect yourself and your information. ℹ💻🔐

This post covers the definition of financial fraud and three tips for protecting yourself against it. Share this post with your friends and family to help everyone stay aware. 👩‍💻💳💰

Click here for the full article: https://investia.ca/-/media/files/investia/articles/investia_investorarticle_financialfraudprotection_e.pdf?la=fr

As technology becomes more and more advanced, the fear of financial scams grows, especially for seniors. The best thing you can do is to stay informed and protect your privacy. 💻📞🔏

Stay tuned until early next week for a post detailing how to protect yourself from financial fraud. 👨‍💻💰

We at Milner Financial want to wish a very happy Father’s Day to all those who celebrate! We hope it is full of fun, relaxation, and time spent appreciating family. 👨‍👧‍👦⛳☀

It can be challenging to transition to living on a fixed income after years spent working. In honour of Seniors’ Month, we want to highlight important financial skills for a sustainable retirement. 📜🗃👵👴

Click here to read an article all about financial organization in retirement: https://www.fidelity.ca/en/insights/articles/financialorganizationskills/

Did you know that June is Seniors’ Month in Ontario? We at Milner Financial recognize and celebrate the contributions that Ontario’s older adults have made to our beautiful province. 👴👵🎊

This month, keep an eye out for financial tips dedicated to seniors and retirees! 💸💲

Once again, Fidelity Investments, one of our favourite fund companies is hosting a contest to help a client like you accelerate their home ownership dreams! 🏡

One lucky person will win $8,000 which can be used to max out a First Home Savings Account for 2024! 💰🏆

You can enter any time between now and June 30th through the link below. Good luck! 🍀🤞
https://go.fidelity.ca/FHSA-Contest.html

At the end of a dreadful tax season, it is all too easy to see a tax refund as a “reward” to spend frivolously. While it is good to treat yourself sometimes, there are many more productive ways to use your refund. 📜📅💸

Read this article to learn five ways to make the most of your refund this year:https://investia.ca/-/media/files/investia/articles/2023/Investia_InvestorArticle_WhatToDoWithTaxRefund_E_AODA_May2023.pdf

The first step to understanding mutual fund markets is understanding what they have to offer! This post takes you through the seven primary types of mutual funds and explains what differentiates them from the rest. 📈💵🛢⚖

Happy reading!
https://investia.ca/-/media/files/investia/articles/investing-in-mutual-funds-en.pdf?la=fr

We at Milner Financial want to wish a very happy Mother’s Day to all those who celebrate! We hope it is full of joy and gratitude. 💐☀👩‍👦‍👦

Click here to read an article where 12 women share the most important financial lesson they learned from their mom: https://www.fidelity.ca/en/insights/articles/women-share-money-lesson-learned-from-mom/

Recently, we took a deeper dive into mutual funds. Stick around until early next week to continue learning about your investments with a post detailing the seven main types of mutual funds! 📊📈⚖

Happy Earth Day! We encourage you to do something kind for the Earth today, and as often as you can! 🌍💚

If they interest you, consider asking Mike about our Socially Responsible Investment Funds the next time you’re in! 🌱📈

Do you have a retirement plan? Unlike 50% of Canadians, we want our clients to be prepared for the future. 🔮⌛💰 Contact us today to discuss your plan!

Click here for a tool that can help you figure out if you may be ready to retire: https://my-retirement.ia.ca/ready

Happy Easter to those who celebrate from all of us at Milner Financial! We hope your weekend is filled with fun, family, and lots of chocolate! 🐇🐣🌈🌼

Mutual funds can help simplify your investment strategy, diversify risk, and much more! This post provides a deeper look at mutual funds to help you better understand your investments. 📚📊💸

Click here to see the full article: https://investia.ca/-/media/files/investia/articles/investing-in-mutual-funds-en.pdf?la=fr

During Financial Literacy Month we took you through all the basic concepts for understanding mutual fund investments. Stick around until next week where we will dive deeper into benefits, types, and risks of mutual funds! 📈💸

Today, we at Milner Financial want to wish a happy St. Patrick’s Day to all those celebrating! Milly’s cousin, O’Milly, is already having a blast! 🍀🌈😉

As we settle into the new year, are you starting to think about your future projects, set new objectives, or pursue new goals? Do you want to create a plan? Our role is to guide you, giving you a trustworthy financial plan and long-term peace of mind! 💸🕊

What do YOU need to plan for? Contact us today for help.

Click here for tips to help you financially navigate new stages of life: ia.ca/yourplan

We are here to remind our clients that there is only just over a week until the 2023 RRSP deadline! Contact us while you still have time! ⏳

We at Milner Financial want to wish everyone a happy and fun Family Day! ☀️🎈

Today, consider investing in your family by contributing to an RESP. Read the article below to learn about the several RESP incentives you may be eligible for! 💰

https://ia.ca/advice-zone/finances/resp-government-grants-an-incentive-to-save

Happy Valentines Day from Milner Financial to all those celebrating! We hope your day is full of love. ❤️🌹

Milly is still in search of his valentine! 👀💘

Are you or someone you know trying to decide if it’s time to start investing? This post will take you through everything one should consider when starting to invest. It’s never too early to start, but it’s important to be prepared!🌱📈

Click here to read the full article: https://investia.ca/-/media/files/investia/articles/ready-for-investing-en.pdf?la=fr

Do you think your time has come to start investing?🌱 Stay tuned until early next week for a post dedicated to all the things one should consider before beginning their investment journey!👨‍💻📈

In celebration of the new year, we want everyone to start off fresh! Click the link below to read an article about three investing lessons all investors should learn as early as possible.
Share this post with family and friends to help them start their year off with the right financial footing. Happy reading! 📚✨

https://www.fidelity.ca/en/insights/articles/threeinvestinglessonsiwishihadlearnedsooner/

We at Milner Financial want to wish everyone a happy and prosperous New Year! We hope 2024 will be a great year for everyone and their portfolios! 🎆🎉🥂

#2024

We at Milner Financial want to wish a Merry Christmas and Happy Holidays to all those out there with something to celebrate! 🎉❄

We wish peace, happiness, and good food to all. We surely enjoyed our fair share at our team Christmas party this month! 🎄🎁

We all love to show generosity during the holiday season, but it can be hard to determine the best way to be generous AND stay on track with your financial goals. 🎁📈💰

This post outlines several generous gift ideas that don’t break the bank. Happy gifting! 🎀❄

While the holiday season is the time for giving, it is also important to consider your financial goals when choosing gifts.🎁💰📈

Stick around until this weekend for a post focused on economical ideas for holiday giving! ❄☃