Invest and Insure with Rosa

They don’t call you on your birthday. They charge exorbitant fees and unlike what I do, their returns are south of 12%. Beware of the companies that control your money. You should be treated as a person not a number, you deserve education and you deserve to have your money work for you as hard or harder than you worked for it!

There’s a great article (facebook wont let me post) about former bank workers who explain the ways banks work and the pressure to sell products not in the best interest of the client.

- “It’s not what’s important to our clients anymore,” she said. “The bank wants more and more money. And it’s leading everyone into debt.”
- A CIBC teller said, “I am expected to aggressively sell products, especially Visa. Hit those targets, who cares if it’s hurting customers.”
- “It was like the only thing they cared about at BMO,” he said. “If you weren’t selling, you weren’t worth having around.”
“We are straight up told to tell false stories (lie) to sell products.” - TD insurance agent.
Take back control of your finances. You can do so much better if you’re willing to learn ❤️

What are your priorities? DM me for your life insurance needs!

Happy Friday! Take control of your spending!

"Do not save what is left after spending but spend what is left after saving."

-Warren Buffett

A few ways to save money!

Pay yourself first!

Let’s stop saying I can’t do it but say I can and I will do it!
Be persistent towards your goal. Get out of your comfort zone! Be positive and grateful even during those tough times.

Wait . . . You Have Insurance on Your Phone, But Not Your Life?
Our phones are important – we use them for everything from online shopping, to navigating where we need to go, and staying connected to our loved ones. So it only makes sense to make sure they’re protected! So . . . why don’t we treat our lives the same way?

Financial Wellness involves the process of learning how to successfully manage financial expenses and live within your means.

We are at the halfway point in 2021. How are your goals going? Now is a great time to do a quick review to see how you are tracking against what you set out to accomplish this year.