Terri Spiller - Providing you Reliable Advice

Happy Labour Day Weekend!

Kick back this long weekend and soak up the remaining moments of summer. Wishing everyone a safe and relaxing Labour Day!

Through the Looking-Glass

“America has gone down the rabbit hole.” In his September Market Insights, James Thorne argues that today’s “Red Queen economy" demands companies, governments, and investors keep up with debt-heavy, tech-intensive markets.

https://wellington-altus.ca/september-market-insights-through-the-looking-glass/

As we soak up the last few days of summer break.. ☀, it's hard to believe that back-to-school season is already here!

For parents with kids heading off to post-secondary, the next big thing on the list might be tuition. If you have an RESP, now is a great time to review your account to see what funds may be available to help with education expenses.

Summer may be wrapping up, but your planning doesn't have to!

☀ How Is it Already the End of Summer?!

Summer flew by, and for many parents, that means it's officially back-to-school and tuition season!

If your child is heading off to post-secondary, now is a great time to look at your RESP and see what funds are available to help with tuition and education expenses.

One minute you're packing sunscreen...the next, you're paying tuition! 😅

That's the goal - not just retiring, but having the freedom to enjoy every day on your terms 😎

Wishing everyone a wonderful weekend!

As the artificial intelligence (AI) bottleneck tightens, James Thorne reveals in his August Market Insights how a rebalancing between AI, the real economy and a long forgotten bitcoin are taking shape—and why no side should be ignored.

https://wellington-altus.ca/august-market-insights-beyond-the-ai-bottleneck/

Wishing everyone a fantastic August long weekend! 😎

Summer is for sunshine, patios, and maybe giving your future self a little attention too. ☀😎

Here are 3 simple reminders:

🌺Enjoy today - but don't forget to save for tomorrow.

🍦Small financial habits can be just as rewarding as the little summer traditions you love.

🏖 Retirement should feel like your favorite summer day - relaxed, flexible, and built around what matters most to you.

A little planning can help make those future summers ever sweeter.

✨ Retirement isn't an age - it's a plan ☕

Three things to remember:

✨ Retirement is about replacing your income, not just reaching a savings goal.
✨ Your plan should reflect the life you want to live.
✨ Reviewing your plan regularly helps keep you on track.

Think of retirement planning like packing for a trip - you can wing it, but you'll probably forget something important 😉