Marie Phillips, Wealth Advisor

“A goal without a plan is just a wish” View her website to learn more.

[Marie Phillips, Wealth Advisor @NxtStpsPlanning]

Understand how a life insurance policy affects your finances and taxes. https://t.co/AYCMnqhLoY

[Marie Phillips, Wealth Advisor @NxtStpsPlanning]

#Music #Monday
@HamMusicCollect
Post Reshare:
Introducing Audio Active, our very own multimedia art installation! Stop by and try it out at The Gasworks 🔊 All of the pieces of music are original compositions from our Beats By U! students. Learn more! ➡️ https://t.co/jsMu7ImIre

[Marie Phillips, Wealth Advisor @NxtStpsPlanning]

Proud to be a part of this team!
Reposting: Investment Planning Counsel

Each June, we honour and recognize the rich history, heritage, resilience, and diversity of the First Nations, Inuit, and Metis.
#nationalindigenoushistorymonth #ipccares

[Marie Phillips, Wealth Advisor @NxtStpsPlanning]

Happy #Festive #Friday!

It looks like the weather might clear up in time for #Father's Day and the annual #SOM - Burlington Sound of Music! Who's going?

https://t.co/9HVyOLwfMo

[Marie Phillips, Wealth Advisor @NxtStpsPlanning]

Recent Graduates! Are you waiting to start investing in your financial future? Do you understand the financial landscape that comes with investing? #Investing #Students #MoneyMatters #FinancialFitness #StartInvesting #Askushow

[Marie Phillips, Wealth Advisor @NxtStpsPlanning]

Graduates - Make the most of these money-saving opportunities by familiarizing yourself with the deductions, exclusions, and credits that apply to your income and filing status. Check out this helpful article and hold onto those receipts.
#TaxTips #EarnMoreSaveMore #GradLife

[Marie Phillips, Wealth Advisor @NxtStpsPlanning]

Is your Graduate travelling abroad?

Travel insurance is an essential investment for Canadian students traveling abroad.
Contact us today.

[Marie Phillips, Wealth Advisor @NxtStpsPlanning]

We celebrate #Hamont and the #arts this week with the Hamilton Arts Awards.

Next Steps Planning is proud to be the Sponsor for the Lifetime Achievement Award!

https://t.co/aeHz0yCeke

[Marie Phillips, Wealth Advisor @NxtStpsPlanning]

Are you a recent graduate feeling overwhelmed with the world of finance? In the blink of an eye, you're now responsible for budgeting, tracking expenses, and investing. It's a lot to learn, and if you don't know where to start, start here.
https://t.co/eY58ZEo29K

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[Marie Phillips, Wealth Advisor @NxtStpsPlanning]

Are you looking to maximize the return on your investments? Then you have to understand the power of compound interest!
#AskUsHow #NSP

[Marie Phillips, Wealth Advisor @NxtStpsPlanning]

Happy #VictoriaDay! Let's celebrate the occasion by getting together with family and friends, sharing stories, and exploring Canada's rich history.#longweekend #royalty #traditions #celebration

[Marie Phillips, Wealth Advisor @NxtStpsPlanning]

#Festive #Friday
No matter what your plans are this #Victoria #Weekend, we hope it's great!

[Marie Phillips, Wealth Advisor @NxtStpsPlanning]

Experts say it’s never too late to learn financial literacy. And on the flip side, they say it’s never too early to begin teaching your children financial literacy. https://t.co/Y59Q1SFLuZ

[Marie Phillips, Wealth Advisor @NxtStpsPlanning]

Bloomberg asked dozens of mothers and grandmothers what they wanted. As always, they came through with some great ideas. https://t.co/JxfvWoDi3o

[Marie Phillips, Wealth Advisor @NxtStpsPlanning]

See this Instagram post by @nextstepsplanning https://t.co/FXdzs0cOPU

[Marie Phillips, Wealth Advisor @NxtStpsPlanning]

“I wish I’d started saving earlier…”
Ask most baby boomers what their one big financial regret is, and this one is likely to be near the top of the list. https://t.co/3nferzRhGm

[Marie Phillips, Wealth Advisor @NxtStpsPlanning]

The FHSA can be a good way for renters to save for a down payment even if they’re not sure about buying a home. https://t.co/PIl6QcydvX

[Marie Phillips, Wealth Advisor @NxtStpsPlanning]

Does it require unusual intelligence to succeed as an investor? Not really. All the evidence suggests the opposite may be closer to the truth. https://t.co/AWEYfArssC

[Marie Phillips, Wealth Advisor @NxtStpsPlanning]

2023 Federal Budget and what you need to know.

[Marie Phillips, Wealth Advisor @NxtStpsPlanning]

#Travel #Tuesday
#FamilyDay is fast approaching. Are you travelling to see your family? Or taking a trip with the family?
Here is a great article.
https://t.co/jG3oaBfeMZ