Staying in Touch with BFS – 2021 Resolutions

Coin Jar

Well, we are almost a month into 2021.  For those of you who made New Year’s Resolutions……How are You Doing?

Personally, I set a number of goals every year.  Some of them focus on health & fitness, some involve my family, some are business driven and there is always at least one Financial Goal.

Did you know that……

  • 65% of people are making a financial resolution in 2021?

The Top 5 Financial Resolutions are:

  1. Save more Money
  2. Spend less Money
  3. Pay Down Credit Card Debt
  4. Make or Stick to a Budget
  5. Create or Build an Emergency Fund

More that 4 in 10 millionaires have debt, including mortgages and credit cards!

Investors rely on their Advisors to help them stick to their Resolutions.

Did you also know that…..

  • 77% of people with a financial advisor who had resolutions were able to stick to them?
  • 87% believe their financial advisor would be able to help them keep their 2021 resolutions if they shared it with them?

The Bottom Line is: if you have a financial resolution for 2021, we want to hear from you because we want to help.  Give us a call or send an email or text.  We will follow-up with you on a regular basis to see how you are progressing.  

And don’t forget-2020 RRSP Deadline is Monday March 1, 2021

o: 905 690 5035
Work Hard. Retire Well. Leave a Legacy.


Brown Financial Security / Worldsource Financial Management

25 Mill St. N.
P.O. Box 530
Waterdown, ON L0R 2H0

Toll Free: 1.877.633.0633
Business: 905.690.5035
Fax: 289.431.5029