The Magic Ingredient Behind Wealth (It’s Not What You Think)
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There’s a story that gets passed around the financial world–about an advisor out in Omaha, Nebraska, not far from Warren Buffett’s hometown turf. Let’s call him Fred Smith. Fred’s built a reputation for helping local farmers understand the real power behind long-term investing. Nothing flashy. No gimmicks. Just simple, solid advice.
When you walk into Fred’s office, you can see golden fields of wheat and corn waving behind him through a big window. It’s the perfect backdrop, because he often...
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Have You Protected Your Most Valuable Asset?
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Here’s a question that most people don’t think about: What’s your most valuable asset? Your house? Your investments? Maybe your car? Actually, it’s none of those. Your most valuable asset is your ability to earn an income.
It’s the engine that keeps everything else in your financial life running–your mortgage, your groceries, your kids’ sports fees, your future plans. And yet, it’s often the one thing people forget to protect.
Most of us assume we’ll wake up tomorrow, head to work, and bring home a paycheck like always. But what if you couldn’t? What if an illness or accident...
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Late-Career Retirement Planning Possibilities
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Remember when the government rolled back the age for Old Age Security (OAS) eligibility to 65? A lot of Canadians let out a collective sigh of relief. Even a few hundred bucks a month can make a big difference in retirement, especially if you’re trying to stretch your dollars. But as helpful as that was, it’s still just a piece of the puzzle.
Here’s the truth: the only thing you can really count on in retirement is you–and the quality of the plan you put in place. If you’re in your 50s or early 60s, you’re in the home stretch of your career. This is the time to get serious and clear about what retirement is going to look like, and how you’re...
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Success is stumbling from failure to failure with no loss of enthusiasm.
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Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus of the mutual funds in which you invest. The information in this email newsletter is general information only and is not intended to constitute specific legal, accounting, financial or tax advice for any individual. 
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Shannon Financial
2022 33 Ave SW, Calgary, AB T2T 1Z4
Ph:(403) 243-7359
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