TFSA: Spend or Invest Infographic

TFSA: Spend or Invest infographic will help you start that conversation about spending $6,500 this year, or investing for the future.

TFSA Spend or Invest infographic on a laptop

Weekly take-out for the family for a year adds up about the same as the maximum TFSA contribution.

This TFSA: Spend or Invest infographic raises the question about enjoying spending the money now in the short term, or investing the money to be used for something meaningful in the future.

Take-out Meals or University Tuition?

The cost of weekly take-out for the family (for a year) or a new big screen TV adds up to about the same as the maximum Tax Free Savings Account contribution. What if instead of spending that amount this year, we make a one-time investment of $6,500? Over time, that single investment could add up enough to pay for two years of university tuition, or a new car!

This infographic is included in FreshPlan software and is also available as a print-ready or web-ready piece.

Companion Calculator

Retirement Planning calculators allow Advisors to walk their clients through various scenarios to help them plan and save for the future.

Companion calculators include:

TFSA vs Taxable Investment Calculator
Retirement Planning Calculators

Infographic Features

Communicate Complex Concepts
Financial Infographics are an effective way to take complex ideas, filled with data and facts and simplifying the story using with visuals. When clients and prospects gain insights quickly, the content is more memorable.

Current & Shareable
Manage your client communications with current and timely vibrant infographics to share on social media, via email, in meetings or mailings.

Infographics are personalized with the advisor name, contact information and company logo.

Discover more