Edward Jones
2916 29th St V1T 1Y7 Vernon, BC, Canada

Before you make a budget it's important to identify your short-term (paying your credit card, reducing weekly expenses) and your long-term goals (saving to buy a house or a car). I can help you create an investment strategy to address your needs.

I can explain the importance of different types of insurance (life, disability, long-term care, etc.) and help you determine if you have adequate coverage.

This can mean fewer payments with balances being charged with lower interest rates. Be aware of any fees that get charged and the potential impact to your credit score.

Weekly Market Update: Markets added to year-to-date gains last week, with the spotlight concentrated on the triumvirate of 1) vaccine progress, 2) the current state of the economy and 3) the potential for a fiscal package in Washington. Read the rest here.

Stay on track with your budget by cancelling subscriptions you're not using. These are generally small monthly charges but add up over time.

Take some time to share money lessons with your children. Teaching them the value of a dollar and how to save for the long-term can help build financial literacy and help them navigate their finances as adults.