Tanja Paterson Financial Professional

03/31/2025

The cost of life insurance goes up as we age. If you think you'll need it in the next 10 years let's have a conversation and run some numbers.

03/31/2025

Not sure what you want to do with your tax refund?
Do you want to make the most of your tax refund?
Do you want to save your tax refund but make sure it's value keeps up with inflation?
Let's have a conversation.

What will you do if you receive a tax refund? 💸

Here are 5 valuable ideas 👉 https://ow.ly/COFl50Vp8oh

11/10/2024

05/06/2024

May is disability insurance awareness month! Not sure if you need it? Check out this post to find out!
Contact me for a quote tailored to your specific needs.

04/26/2024

Let’s talk about the FHSA!!
What is a FHSA?
What are the Benefits?
Who is Eligible?
Where can I set one up?
Is there a maximum or minimum contribution?
How can I get the most out of my FHSA?

04/23/2024

There are 2 options when it comes to life insurance. Term or Permanent coverage. There are many differences: duration of coverage, premiums, cash value, death benefit, and flexibility. I’ve covered a few in this post but send me a message if you’d like to learn about the other differences or if you have any other questions.

03/28/2024

When you know the great benefits and seen what a huge difference it can make for someone it’s natural to want to share that knowledge with the ones you love! 💕