November 2007 - Shari Molchan

Tax Tips

Posted by Shari on Nov 14, 2007 in Money Tips and Strategies, RRSP | 0 comments

Here are a few tax tips to help you: Reduce the taxes you pay More efficiently manage your family income Use certain expenses to your best advantage These are just brief explanations – if you want more information on any of these points please e-mail or call me. Review your portfolio for tax efficiency Have interest earning investments within your RRSP Investments that generate capital gains are better to be in non-registered investments Donate securities directly to a charity As opposed to selling securities and donating cash, special government incentive may cut taxes owing by...

Investing for Retirement

Posted by Shari on Nov 11, 2007 in Money Tips and Strategies, Retirement, RRSP | 1 comment

When it comes to investing for your retirement, registered retirement savings plans (RRSPs) are the best place to start. The combined benefits of reducing taxable income in the present and the expectation of tax-sheltered compound investment returns over the long term provide a compelling reason for investors to make the most of these savings plans. There are a number of tactics you can use that will help you realize the full wealth-building potential that these plans can provide. What follows are a few tips on how to make the most of every dollar you invest. All Canadians of working age...

Testimonials

Shari has so much to offer women in relation to their view and handling of money, I needed to take a serious look at the role money played in my life. The Money Momentum Workshop came along at a time in my life when I was getting really worried about ‘retirement’. I had just turned 65 and discovered that my pension was not going to be sufficient. The Money Momentum Workshop gave me the opportunity to ask myself some hard questions about my relationship to money. Since then I have been able to look at my situation differently and seriously consider options that before the workshop would have had no consideration. It is worth it to look forward in life and take steps right now to improve your financial status.Susan Dobson

Money Momentum is a Genuine Gift to Yourself After taking this workshop with Shari, I have a much better financial mindset. I have a sense of support and heightened awareness of financial interests. Money Momentum was a strong part of an overall change in perspective, attitudes, and effort towards my financial well-being. Shari’s workshop has given me new daily habits that support my endeavours. Money Momentum is a genuine gift to yourself; it is a ‘pattern interrupt’ of unsupportive personal behaviours and attitudes, and there is follow-up support so you can stay on track.Annemarie R

This workshop has changed my way of thinking about my relationship with money. The strategies I learned have given me a way to better manage it so that I can begin to live out my dreams! The workshop is truly an investment in YOU and your future and Shari is an inspiration for all! The Money Momentum Workshop opened my eyes to my limiting beliefs about what I can have, do and be and the wisdom, strategies and tools shared in the workshop empowered me to begin working towards a plan to create the prosperity I truly desired. My life is now filled with hope and excitement that I can improve my financial situation and begin living my life by design and not default.Laura

When you are ready to face your beliefs about money and to understand how to create a healthier financial mindset – take Shari’s workshop!! I know that I am not alone – there are many others that are challenged with their money beliefs and practical finances. After attending the workshop, I am in a better financial mindset and Shari has given me many strategies to keep me on track and to help me see the bigger picture of how I am managing the money flow in my life. Many of the ideas that we shared in the workshop echo even now, months later, and help me to feel part of a community that is committed to becoming healthier in our financial lives. I am so glad to have had the opportunity to realize how important it is to value my time and energy on an ongoing basis.Lynn Thompson

HUGE Changes –We saved over $10,000 this year! In Shari’s workshop I learned about my beliefs regarding money and how that hindered my growth possibilities, and it was a relief to learn that I was not the only highly educated woman in the room who was not handling her finances well! I am now more aware of the details, and I have been able to talk with my partner about finances without getting into an argument. This program erased all our old beliefs about money and what it “should” do for us. Then we built a new foundation, a plan of action and formed a community of women who wanted better lives with more money. The support from Shari was incredible and I felt like I could not loose.. just win. I am now ready for whatever life throws me.Joanne W

Hiring Shari as a coach I have experienced a big shift in how I feel about my finances, and LIFE. I came to her exhausted, feeling stuck , and tired of “figuring it all out myself”, and now have experienced tremendous RELIEF that all the financial muddiness in my life is getting clear. Shari’s program is much deeper than that, though – it is about living the life you want – not just talking about it. Shari is the practical, results oriented spark I needed in my life – she holds my feet to the fire, then gives me a big hug and says “you can do this”. We may all “know” this in our heads, but unless you are LIVING what you “know”, well – you DON’t really know it. I finally realized that if I COULD have done this myself, I already would have, but by getting Shari’s help I am learning what my blind spots are that have kept cropping up , and and now with Shari’s insight I am learning to see around them – consistently . That is the beauty of an ongoing program – Shari is there when the initial excitement of change is over and has really helped me install the discipline to succeed at “money”. That is also the beauty of momentum, it gets more and bigger results with time. I am so grateful I signed on with Shari, and know this will be the money program that will change how I “do” money forever, so I really can turn some of my ‘wishes’ into goals, and my LIFE.Dawn M.

“I didn’t want to have my spending wings clipped and I thought that was exactly what was going to happen. Nothing could have been further from the truth. Since connecting with Shari I am, for the first time in my adult life, financially anxiety free! I am beyond thrilled to finally have some tools to help me. Shari Molchan is amazing and she truly makes dealing with your money fun! Our debt load is quickly dropping, we almost have all our credit cards paid off and best of all we have money in our checking and savings accounts. Thank you.”Gemma Finn

“I attended I Love my Money workshop. I called my relationship with money a MESS. I was amazed that I was doing so much better than some. Listening to Shari was an eye-opener and that gave me real down to earth ideas on how to manage my finances better. My husband and I haven’t changed a whole lot since seeing Shari and listening to her — but I FEEL better about where we are! Now I KNOW WHY we are where we are — which gives me the option of being in a different place if I choose to be. Thanks Shari — you’re awesome! Clear, clean and passionate.”Glenda Reid

“We met Shari at a women’s support event last March and life hasn’t been the same since. I would have never thought that such a casual meeting would have such a beneficial and profound affect on our lives. Even though we were making good money we were clearly not doing a good job looking after our finances. Living from payday to payday was causing a lot of anxiety for both of us. We agreed that we needed to hook up with someone like Shari who could walk us through our finances but I kept putting it off… “Gemma Finn

“I have experienced a big shift in how I feel about my finances, and LIFE. I came to her exhausted, feeling stuck , and tired of “figuring it all out myself”, and now have experienced tremendous RELIEF that all the financial muddiness in my life is getting clear. It’s much deeper than that, though “ it is about living the life you want “ not just talking about it. Shari is the practical, results oriented spark I needed in my life “ she holds my feet to the fire, then gives me a big hug and says “you can do this”. We may all “know” this in our heads, but unless you are LIVING what you “know”, well “ you DON’T really know it.”Dawn

“Thank you so much Shari for helping us with advice over these past few years. You are the only financial person we’ve talked to who has made us want to do things/attain goals and feel excited about it – and not overwhelmed. You have helped us to clarify our goals and focus our energy to reaching them! Using a vision board and writing our goals down made them seem more real and attainable. We appreciate your positive attitude and reminder to stay on track to keep reaching the next goal. Congratulations on your new book!!”Jeff and Michelle

Tax Tips

Investing for Retirement

Testimonials

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