Success Foundations Wealth Management

🏆 Exciting News! Honoured to be named one the the Top 10 Advisors to watch in 2024 by MSN! 🎉

Thank you to MSN for recognizing my dedication and expertise in the financial advisory field. I am incredibly grateful for my clients' trust and support.

As I am not able to share news content in Canada, I will post the link in the comments section. I am also attaching a QR code that links to the article (maybe that's a way to get around the rules).

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Wow - what a great way to start the week - another happy client.
When was the last time you had your financial health checkup?
Why not schedule one today!

Going through a divorce can be both emotional and stressful. It can have a huge impact on your financial situation. Here are some ways to recover from a financial separation:

• Expect your income to drop after and adjust your budget
• Consider if you can keep the house or rent your place where you currently live. You might have to downsize
• Know what you have in savings and assets

Hold on. It’s going to be a long ride, but you will get through this. If you need help with budget planning and financially getting back on your feet. Give us a call.

With 1 month left of summer, we’re sure you might be running out of money and ways to keep your kids occupied and happy. Check out these ideas:

• Design a scavenger hunt
• Water balloon battle
• Make homemade popsicles
• Create sidewalk art

The key to financial success is being able to monitor and adjust your plan as needed. This doesn’t mean you can’t reach your goals its more to help you stay on track!!

Start paying off your debts now, to start next year building growth. Here are a few ways to get you started.

1. Pay off your most expensive debt first
2. Pay more than your minimum payments
3. Pick up a side hustle to pay off debt faster
4. Get your spending under control and stick to a budget

The easiest way to teach kids about finances is by playing games. Here are some board games that are perfect for teaching kids about income, life expenses, savings, and investments while staying fun.
1. Monopoly
2. The Game of Life
3. Pay Day
4. Money Bags

Let loose and have some FREE Summer Fun by:

• Going on a hike
• Have a Family Game Day
• Camp out in your back yard
• Have an arts and crafts day (only with items found in your house)
• Go for a bike ride

Going on vacation this summer? Be prepared for life with travel insurance. Apply today!!

https://www.manulife-travel.ca/dist/home.html?pt=ocm&as=wlbclu

Manulife Financial Travel Insurance Find travel insurance plans whether you are a visitor to Canada, a Canadian travelling abroad or out of province today.

Need to figure out how much to save and when to start saving for your child’s education? Check out our RESP Calculator today!

https://www.successfoundations.ca/resources

Resources On this page, you'll find helpful resources as well as useful links to information from other organizations.

Add to your income this summer with one of these side hustles. Nothing like extra cash to have more fun!!

· Lawn Maintenance
· Walking dogs
· Summer School Tutor
· House or pet sit
· Detailing Cars
· Pool cleaning

Going on vacation? Be sure to turn you’re A/C down or off. No need to have the A/C running when no one is home. You might even think about adjusting the temperature during the day while you’re at work.

Getting outside is key this summer. While you're outside there may be some ways to save money!!

1. Cut back on streaming services. With more time outdoors there’s no need for multiple subscriptions
2. When going to festivals or to the beach bring your own drinks and snacks.
3. Take your summer vacation the last week of August. Most families don’t want to go on vacation so close to school, so you’ll find cheaper hotels and some places might be less crowded.
4. Bring cash on day trips and save on credit card fees or even overspending

Running your own business and need help balancing both personal and business finances? Be sure to check out our services and how we can help manage your finances to secure your future.

https://www.successfoundations.ca/products-and-services/financial-planning-for-business-owners

Success Foundations Wealth Management - London ON - Our comprehensive financial planning approach will help you prepare for a successful retirement.

Happy Canada Day Everyone!!

Taking a vacation this year? Planning a vacation budget early can help make your trip more affordable. So, you can keep your focus on the adventure and, not the bills at home.

Want to learn more about your finances and how to grow your portfolio? Join our email mailing list today !

http://eepurl.com/ij5BOr

Success Foundations Wealth Management Success Foundations Wealth Management Email Forms

When thinking of your personal finances, there are 4 components to keep in mind.

Assets, debt, income, and expanses.

Have you found the ONE and are ready to start your life together? Every couple has their own ways to do things but there are a few things to keep in mind.

1. Talk about debts & assets.
2. Discuss your financial dreams.
3. Combine bills & reassess insurance policies.

Check out our newsletter for more tips.
https://www.successfoundations.ca/life-events/starting-a-life-together

Starting a life together Starting a life together with a partner can be one of the most exciting and satisfying decisions in your life.

You need more than home and rental insurance in your life.

Contact us today to set up Life and health insurance to protect you financially in the event of disability, critical illness or protecting your family in the event of your death. - www.meetwithsuccess.ca

Learn more about personal finance by checking out our Newsletter!

https://www.successfoundations.ca/social-media-articles

Success Foundations Wealth Management - London ON - Read Bill Clunas's newsletter for information about insurance and investment needs in London ON

Happy Father’s Day! We hope everyone enjoys this amazing day, honouring their loved ones.

Quick tip Thursday!

It’s easy to spend money on credit cards or through loans, maybe buying furniture that’s zero down for 2 years. Next thing you know you’re drowning in debt.

It’s simple to prevent this from happening. Spend less than you Earn!

Father’s Day Contest!!! Win a $250 Rec Room (Masonville) gift card for the amazing father in your life.

To Enter:
👉 Like & Share this post

Winner will be chosen by random on June 15th at 12pm EDT. Good Luck everyone! And May the Odds be ever in your favour. 😁

Its always best to monitor your credit profile. To ensure that no one is creating debt in your name.

Heading off to Post Secondary School and need to take out a Student Loan?

Here are some tips to keep in mind to help keep that loan small and to save money:

•Look into all housing options, some resident buildings are more expensive.
•Buy your textbooks used.
•Loan repayment doesn’t start until you graduate or leave your program. If you have a summer job in between semesters, be sure to make payments or make extra payments after graduation. (The faster you pay off your loan the less interest you pay)
•Apply for EVERY Scholarship you qualify for
•Take your student card everywhere and take advantage of student discounts

Graduating College or University and starting your first Career Job is exciting and a huge step towards your financial future. It’s also the most money you have probably ever made.

Before you go down the slippery slope of Overspending be sure to keep these in mind:

Income vs Expenses
Savings
Debt repayment
& Insurance

You can read our entire Blog at this Link - https://www.successfoundations.ca/life-events/your-first-career-job

Your first career job You’ve graduated from school and now you should take some time to develop good personal finance habits.