Epp Financial

06/17/2026

06/15/2026

A side hustle without structure is just a second job that underpays you. 🙊

With the summer season here, it’s prime time for launching that side gig, turning a passion project into cash, or taking on extra consulting work. Bringing in multiple streams of income is one of the smartest ways to fast-track your wealth goals, but only if you treat it like a business from day one.

Too many ambitious people launch a side hustle, stack up some revenue, and completely ignore the foundation. They mix personal and business cash, forget that Uncle Sam (and the CRA) takes a cut, and price their services like they're doing a favor for a neighbor.

The result is a massive headache, a surprise tax bill next spring, and a whole lot of wasted time.

If you want your side hustle to scale into a legitimate, profitable asset that buys you freedom, you need an operational sequence that protects your profit. Swipe through to check the 3 biggest mistakes you need to avoid right now.

👇 Don't wait until tax season to find out your side hustle is actually draining your wallet. DM me and let’s get your corporate structure built right.

📍 Licensed in BC, AB, SK, and MB.financial

06/13/2026

Let’s test your wealth structure knowledge.

When a TFSA owner passes away, who takes over the account directly without losing that precious tax-sheltered status?

A — Successor Holder
B — Beneficiary

The difference between these two words can cost your family a massive tax headache if it’s set up wrong.

Let us know in the comments 👇🏻

06/12/2026

Summer memories shouldn’t follow you into the fall as a high-interest credit card bill.

We work hard all year, and when that summer weather finally hits, everyone deserves to pack up, take a vacation, and make memories with their family. Go on the trip. Take the time off. Enjoy the sunshine.

But funding your summer fun with “future money” is a trap. Slapping flights, hotels, and dinners onto a high-interest credit card because you didn’t plan for them in the winter means you’ll be paying for this summer long after the tan lines fade and the snow starts flying.

You’re trading a few days of relaxation for months of financial stress and high interest rates.

The fix isn’t skipping the vacation—it’s changing the structure.

Don’t wing it; build a sinking fund. Map out the seasonal costs ahead of time, automate small monthly savings into a separate high-yield pool, and pay for the memories in cash—completely guilt-free.

Enjoy your summer. Just make sure it’s paid for before you pack the bags.

👇 Don’t let a summer vacation leak into your fall budget. DM me and let’s get a structured seasonal plan in place today.

📍 Licensed in BC, AB, SK, and MB.

Marissa Epp, PFA 🇨🇦

06/08/2026

Most people set big financial benchmarks in the winter, completely ignore them during the spring rush, and then wonder why nothing changed by December. If your current structure isn’t getting you closer to your targets, you need to pivot now.

DM me to book a quick 15- minute alignment strategy session.

06/04/2026

When it comes to finance goals, half way through the year is either a celebration or a wake up call. There is no in between.

DM me and let’s look at your actual numbers before the second half of the year slips away.
financial

06/02/2026

Watching your kids push limits and grow up right before your eyes is the best part of the job. But as a parent, my mind is always on the foundation underneath them.

Locking in a life insurance policy for your kids right now isn’t about the unthinkable—it’s about the unstoppable. It guarantees their future insurability no matter what health changes happen down the road, and it locks in premiums at the absolute lowest rate they will ever see in their lives.

Don’t wait until they grow out of the backyard track.

DM me and let’s lock in a foundation that protects their future eligibility today.

📍 Licensed in BC, AB, SK, and MB.
financial

05/29/2026

It’s .financial approved, horse girl math. 😏