Danielle Chase - Licensed Agent

When a full review or plan is done retirement is one of the topics we will discuss. No matter how near or far that is for you!

If you are someone who is far out from retirement, the earlier you can start saving the more your future self will thank you!

If you're getting closer to retirement, it is focusing in on what your lifestyle is going to be to know if some tweaks or course corrects are needed to work towards your goal. 😊

How much do I need for retirement? | iA Financial Group There’s no magic formula for calculating how much money you’ll need when you retire. A number of factors can come into play. Here are a few...

True or false:

You’re unable to apply for the disability tax credit if you don’t have a family doctor.

The answer: False!

There are many types of medical practitioners that can help you complete and certify your application. Besides a doctor, it can be a nurse practitioner, optometrist, audiologist, occupational therapist, physiotherapist, psychologist, or speech-language pathologist.

Learn more:
https://ow.ly/oEsU50SilIp

[Image description: A person wearing glasses is looking out of a window. Sunlight is shining on their face.]

The average person may face multiple challenges due to lack of and financial concepts.
According to FIQ Powered by WFG:
➡️13% of the general population answered financial literacy questions correctly.
➡️68% of WFG clients answered financial literacy questions correctly.

What does that mean for YOU? Are you facing new challenges? If so, I am here to help you develop new solutions as you navigate your financial journey.
Connect with me here [[email protected]] and learn how FIQ can benefit your future.
*Source – 2023 FIQ Study

A budget is one tool to help your finances. Knowing your cashflow can help guide other financial decisions.

If you're looking for a review of your finances reach out to schedule an appointment.😊

https://agents.wfgcanada.ca/danielle-chase

A budget is an important tool that helps you take control of your finances and increase your financial stability.

Learn more about the importance of making a budget, how to make one, and how to stick to it:
https://www.canada.ca/en/financial-consumer-agency/services/make-budget.html

Nova Scotia Residents - DYK there is a "More Opportunity for Skilled Trades and Occupations Tax Refund" you can apply for if you were under 30 in the applicable tax year?

See the details here and to figure out if you're eligible: https://novascotia.ca/finance/en/home/taxation/tax101/personalincometax/more-opportunity-for-skilled-trades-tax-refund.html

Someone recently shared this information with me so passing it along in case it can help others!

Nova Scotia Department of Finance - More Opportunity for Skilled Trades and Occupations Tax Refund The Nova Scotia Department of Finance oversees revenues that make up the majority of the province’s fiscal resources.

I understand discussing the unexpected ifs can be uncomfortable. I'm here to help and be respectful of any emotions while we work towards getting protection in place that's suitable to your situation.

https://agents.wfgcanada.ca/danielle-chase

[email protected]

How prepared are you for the unexpected? Life insurance can be a great way to safeguard your financial future and your loved ones. It provides peace of mind and security, regardless of what life throws your way. It's never too early or too late to explore life insurance options and find the right plan to meet your needs.

Click the link below to learn more about FIQ!

https://www.myfinancialiq.com/about

If you have RRSP contributions that you want made for the 2023 tax year you have until Feb 29th. Please connect with me sooner than later if you're in need of making a contribution.

[email protected]

🚨Thanks to the leap year, individuals have until Feb. 29 to make RRSP contributions count towards deductions for the 2023 tax year.

Money put inside an RRSP grows on a tax-deferred basis, meaning an individual can claim a deduction on their taxable income for a contribution and pay the taxes on that amount when they withdraw it.

Contact us at 📲902-444-2214 so we can get you in touch with one of our advisors.

#2024

Sarah O'Donnell - Insurance Agent and I were at a local market yesterday.😁 Was great to catch up with fellow entrepreneurs we met last year, meet new entrepreneurs and have great conversations with market attendees.

Thank you to the organizer and all that stopped by to chat with us.

We look forward to future markets and serving our communities. 😊

DYK this history about the Hydrostone area?

Do you know the history behind Halifax's Hydrostone District? 🛍️🍴👇

Emerging from the aftermath of the devastating Halifax Explosion of 1917, this English-style garden suburb was designed by the influential town planner Thomas Adams to feature low-rise, fire-resistant brick townhouses using a unique concrete material from the Canadian Hydro-Stone Plant. 🪨🏘️

Completed in 1920, the development evolved into a vibrant community with shops and businesses, including the Hydrostone Market, which became a hub of activity. Recognized for its historic significance, the area was designated a National Historic Site of Canada in 1997. 📜🙌

Today, the Hydrostone Market remains a popular destination known for its charming streets, historic buildings, and diverse array of shops and eateries, showcasing Halifax's resilience and ability to thrive amidst adversity. 🎨🥂💛

If you've never been to the Hydrostone Market, this is your sign to check it out. 🛍️✨

📍 The Hydrostone Market
📷 | https://bit.ly/499Emkf

FIQ powered by WFG is here to help improve your financial resilience! I want to help you and the community looking to be financially prepared for their futures, and we can start by measuring your FIQ.

Contact me at: [email protected] to get started today!

https://www.moneysense.ca/spend/insurance/disability-insurance/7-disability-insurance-myths/

7 disability insurance myths to stop believing now One in seven adult Canadians become disabled before age 65. If you can't work, disability insurance will be a life saver. Here's how it works.

It’s important that you assess your life insurance needs accurately. You will need to think about your short-term and long-term goals, how much debt you have and how much income you may need for the lifestyle you want to sustain.

Contact me at [email protected] and we can evaluate your needs to ensure you obtain the right type and amount of life insurance coverage for your needs.

72% of Canadian households prefer to buy life insurance through an agent. I am here to help you with options and solutions that fit your circumstances.*

Contact me today to get started!
[email protected]


*Policyme.com

Confident you can support your family in the long run? Only 22% of the population has this on their radar as a goal for the future.
Speak with me today so that you can set goals for your financial future that will give you peace of mind!
[email protected]

Some differences are: ownership, beneficiary, and coverage amount.

This short article explains three differences.
https://ivari.ca/learning-centre/good-to-know/the-top-3-reasons-why-term-insurance-protects-your-home-better-than-mortgage-insurance/

Want to know more and discuss your options for you and your family? Contact me to arrange a time to chat.

[email protected]

Enjoy the ride of life to the fullest!
- Embrace the suck
- Take care of you
- Find your joy
- Cherish the good
💖

What is FIQ? It’s your financial Intelligence Quotient. Five questions that assess your understanding, control, confidence, preparedness, and financial resilience. Let me be the first to introduce FIQ and the quiz to you!
Contact me to get started: [email protected]

Stacking your debt payments is one way to get your debt paid. Check out the short video for an example on how this works.

Lets chat to see what I can do to help you with your finances, cashflow, debts, and/or proper protection for you and your family. Contact me to schedule an appointment!

[email protected]

Want to Pay Off Debt Quickly? Stack It! - World Financial Group | Insurance and Financial Products World Financial Group agents can help people get back on track if they have credit cards and/or other debt. This video shares how to stack payments by paying...

Do you want to pay off credit card debt? Only 30% of the
population sees this as an attainable goal in the short term.

You can prioritize this goal and reach it! Contact me to take the
5-question financial IQ - FIQ quiz and find out more!

[email protected]

Want to know a little more about term vs permanent life insurance?

This is a short overview of some differences.

https://www.equitable.ca/en/who-we-are/equitable-blog/life-insurance/what-kind-of-life-insurance-is-right-for-me/

❓DYK there are different types of life insurance?

🔹There is term and permanent life insurance.

❓What type of insurance do you want or need for you and your family?

🔹This is something I can review with you. Contact me to schedule a time to meet!

Happy Father's Day to all the Fathers, Father figures, and soon to be Fathers 💖

Why am I a licensed agent?

The biggest reason I made a career change to a licensed agent is because of my family. This business provides us with schedule flexibility so I am able to schedule my work around our childrens schedule.

The second thing that attracted me to this business is that I am able to help people and provide financial education. Many careers I dreamt of as a child either involved helping people or educating them. This business provides the opportunity to do both!

I am grateful for everyone who has supported me and continues to support me. 💖

If you or someone you know could use a financial review or assistance with their finances, I'd be happy to chat. 😊