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Bluestone Memos

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PEACE OF MIND

We can’t predict. Financial and economic ups and downs are impossible to predict.  Yet the media is full of predictions…mostly negative… especially these days, they daily predict recession and falling financial markets.  They don’t know, and they might be wrong.  We may have continued economic growth and rising financial markets. But we can prepare. Being…

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CONVERSATION

Conversation…there’s power in conversation.  It’s where our thoughts and feelings and goals and aspirations take shape; we transcend and transform in conversation. At BluestoneFinancial we want to offer conversations about securing wealth and enjoying well-being in multiple formats so that each client can engage in the ways they find most suitable. If you have never…

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TFSA

The Tax Free Savings Account, TFSA, is the best investment account. Just consider: tax free growth, tax free withdrawals, and tax free transfer to a named beneficiary; that’s great tax planning, great retirement planning and great estate planning. As it turns out, the TFSA is not the cash management/savings account it appeared to be in…

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BluestoneSeminar

Thank you so much to all who attended our Summer BluestoneSeminar. Summer is usually our smaller group but this year we had a wonderful roomful.  And we just love the way you all fill the room with warmth. We were glad to share some thoughts about “HOW TO BE RICH” and how we want to…

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HOW TO BE RICH

Today we mailed you something that we are very excited about: our new booklet, How To Be Rich.  We would be honoured if you took the time to read it, and if you feel like chatting about it we’d love to hear from you. Also in the mailing is your invitation to our July 27…

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HAPPY CANADA DAY WEEKEND

We drink pop, not soda; it’s a loonie, not a dollar; and we say eh. We invented the paint roller, peanut butter, the telephone, insulin, and basketball. We are nice people.  We help others.  We welcome immigrants. We are a land of good government, the rule of law, peace, order and safety. We are multicultural,…

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10% RULE

There are countless budgeting strategies; some good, some bad, some complicated, and some just plain silly.  We think the very best budgeting system is to follow the 10% rule: invest 10% of your income, monthly, and live on the remaining 90%. This is a simple sure-fire way to grow wealth.  For example, $1,000 invested monthly…

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TWO BIG QUESTIONS

TWO BIG QUESTIONS How much money do you need to be wealthy? We suggest two answers: 1. You are wealthy when you no longer need employment income because your investments will provide you with an income for life. 2. You are wealthy when you achieve the five goals outlined on “The Bluestone Hierarchy of Wealth and Well-being”….

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Thank You

Thank you, to all who attended our May 4 BluestoneSeminar. We have long known there is something special about our Bluestone community.  So we were not surprised by the flattering feedback we got from Sean Crockett, our Fidelity guest.  He was so impressed by what a fun and relaxed group we are, and he was…

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21 Success Secrets

21 Success Secrets We recently re-read Brian Tracy’s “The 21 SUCCESS SECRETS OF SELF-MADE MILLIONAIRES”…for about the hundredth time lol.  This remarkable little book, so simple yet so profound, never stops inspiring us with its clear pathway to wealth. Brian Tracy alerts us all to the reality that securing wealth is mostly about non-financial matters….

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