Marianne Currado Financial Planner, RBC Dominion Securities

Happy Mother's Day to the people shaping the next generation. Your patience, your wisdom, your love—it all matters more than you know.

If you're getting a tax refund this year, you've got options. A vacation or home upgrade could be one. But depending on what your goals are right now, you can also consider saving all or a portion for your financial future.

A few ideas:
- Pay down non-deductible debt: Reduce outstanding non-deductible debt that’s subject to a high interest rate like credit cards or personal loans.
- Education savings: Contributing to a RESP now means you're investing in your children's or grandchildren's future.
- Protect what matters: Update your Will or make sure your insurance coverage still fits your life today.

There's no one-size-fits-all answer. If you want to talk through how to prioritize your refund to align with your goals, you can reach out to me.

Ken Lancaster, CFPA, joins us on May 6th when we will dig into the T1 General and discuss tax deductions and tax credits that will help you decide on your next financial move. REGISTER HERE.. or copy and paste this to your browser

https://bit.ly/422QaTF

Did you know your TFSA contribution room keeps growing - even if you've never opened an account?

And here's something to think about: your kids' TFSA room is building right now too. From the moment they turn 18, contribution room starts accumulating, whether they open an account or not.

Reach out if you’d like to explore what this means for your financial plan and your family.

Improving your balance supports independence, mobility, and quality of life – all key ingredients for living longer. It’s also a skill you can strengthen at any age.

Learn how better balance is possible in Can the 10-Second Balance Test Predict Your Lifespan? from our partners at Cleveland Clinic Canada, your experts in living well. https://cle.clinic/4taBjSb

To find out more about our strategic relationship with Cleveland Clinic Canada, reach out to me.

Money Talks Series: She Plans. She Prospers.
Register here or copy the URL to your browser to sign up for one or all.
Webinar series registration link:
https://bit.ly/4emwzoB

Improving your balance supports independence, mobility, and quality of life – all key ingredients for living longer. It’s also a skill you can strengthen at any age.

Learn how better balance is possible in Can the 10-Second Balance Test Predict Your Lifespan? from our partners at Cleveland Clinic Canada, your experts in living well. https://cle.clinic/4rqu5Zq

To find out more about our strategic relationship with Cleveland Clinic Canada, reach out to me.

Want to slow the aging process and feel stronger at every stage of life? It doesn’t have to be complicated. Pick an activity you enjoy and get moving.

Every workout you do is an investment in your future self.

Start today, stay consistent, and watch your body and mind thank you for years to come. Read Workout Results: 12 Ways Exercise Benefits Your Body from our partners at Cleveland Clinic Canada, your experts in living well. https://cle.clinic/4rbPOoz

To find out more about our strategic relationship with Cleveland Clinic Canada, reach out to me.

Did you know that cutting calories might not just help you lose weight, it could also support healthier aging? Research shows that reducing daily calories by up to 25 percent may slow some age-related changes and decrease inflammation, a key contributor to aging.

Learn how calorie-conscious eating can help protect your body, your brain and your longevity in How Calorie Reduction Can Slow Aging from our partners at Cleveland Clinic Canada, your experts in living well. https://cle.clinic/459UimF

To find out more about our strategic relationship with Cleveland Clinic Canada, reach out to me.