Marie Phillips, Wealth Advisor (@NxtStpsPlanning) header
Marie Phillips, Wealth Advisor (@NxtStpsPlanning) profile picture

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

Ancaster, Ontario
Joined March 2017
Photo by Marie Phillips, Wealth Advisor (@NxtStpsPlanning)Photo by Marie Phillips, Wealth Advisor (@NxtStpsPlanning)Photo by Marie Phillips, Wealth Advisor (@NxtStpsPlanning)Photo by Marie Phillips, Wealth Advisor (@NxtStpsPlanning)Photo by Marie Phillips, Wealth Advisor (@NxtStpsPlanning)Photo by Marie Phillips, Wealth Advisor (@NxtStpsPlanning)Photo by Marie Phillips, Wealth Advisor (@NxtStpsPlanning)Photo by Marie Phillips, Wealth Advisor (@NxtStpsPlanning)Photo by Marie Phillips, Wealth Advisor (@NxtStpsPlanning)Photo by Marie Phillips, Wealth Advisor (@NxtStpsPlanning)
Understand how a life insurance policy affects your finances and taxes. advisorstream.com/read/is-li…
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#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! ➡️ hamiltonmusiccollective.ca/a…
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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
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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? ow.ly/EINM50OQNsP
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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
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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
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Is your Graduate travelling abroad? Travel insurance is an essential investment for Canadian students traveling abroad. Contact us today.
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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! hamilton.ca/city-council/awa…
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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. nextstepsplanning.ca?utm_sou… !
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Are you looking to maximize the return on your investments? Then you have to understand the power of compound interest! #AskUsHow #NSP
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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
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#Festive #Friday No matter what your plans are this #Victoria #Weekend, we hope it's great!
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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. cutt.ly/G6LfuTa
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Bloomberg asked dozens of mothers and grandmothers what they wanted. As always, they came through with some great ideas. cutt.ly/z6hBzVw
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“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. advisorstream.com/read/ext/t…
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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. cutt.ly/G5qhUfk
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Does it require unusual intelligence to succeed as an investor? Not really. All the evidence suggests the opposite may be closer to the truth. cutt.ly/e7PTqEy
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2023 Federal Budget and what you need to know.
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#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. ow.ly/ES9n50MSejC
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