June 2024

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Hot Markets and a Hot Start to Summer

While we got some much-needed rain in Calgary in May, the sun seems to have come out for June! We've had some beautiful days to start the month and have been able to spend good chunks of our weekends outside lately. This will be our third year with Solar Panels on the roof so we like seeing these sunny days more than ever now. When the sun is shining, we are producing energy, and lots of it!!


Not only have we got some hot weather in Southern Alberta, we've also seen a hot Real Estate Market. The Calgary and Edmonton Metropolitan areas are some of the fastest growing in...

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Needs vs Wants

There are things you need to live a healthy life, like a place to live and food to eat. There are also things that you’d like, such as a warm vacation or new ski boots. It’s possible to have it all, but not all at once. If you can’t afford to pay your bills for necessities like rent/mortgage, groceries, and utilities, you’re not ready to soak up the sun on a sandy beach. When you learn to live by a ’first things first’ rule and manage your spending carefully, you can create a budget that balances financial needs and wants while setting money aside for emergencies and long-term financial stability. It starts by clearly defining needs versus wants.

Financial Needs

Financial needs are expenses that are essential for you to be able to live and...

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You’ve retired. Now What?

Canadians are living longer, healthier lives. According to Statistics Canada (2018), the average life expectancy is 80 years for men and 84 years for women. This means your retirement years may almost equal your working ones. Family therapist Rhonda Katz suggests taking some time before retirement to identify what you find enjoyable in life and thinking of ways to sustain that happiness level. She also says to honestly answer the following questions:

’Is there some aspect of my job that I would love to keep doing?’

’What dreams do I have that can only be fulfilled outside the workplace?’

’What pursuit gives me the...

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A successful man is one who can lay a foundation with the bricks others have thrown at him.

David Brinkley

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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Borden Financial Services
1076 Prestwick Circle SE Calgary, AB T2Z 3M2
Ph: (403) 984-4787