All items in: Investment & Retirement

The “New” Sandwich Generation Need Both Financial and Emotional Support

Posted: July 07, 2017 VIA: Knowledge Bureau
Posted in: Strategic Thinking, Investment & Retirement, Succession & Estate Planning, Tax Planning
A demographic shift has been happening since 2000: the Canadian population continues to age and live longer, such that the number of seniors is becoming larger than the number of young people under 20, according to Statistics Canada. Financial advisors need to be concerned about the “new” Sandwich Generation.

Helping Your Clients with a Mid-Year Financial Review

Posted: July 07, 2017
Posted in: Strategic Thinking, Investment & Retirement, Succession & Estate Planning, Tax Planning
Now that the rush of tax season is over, how did your clients do? Were they faced with a big tax bill or did they receive a refund? Perhaps they feel as if they’ve had a less than stellar fiscal year, but they shouldn’t feel discouraged. As you know, mid-year is a great time to review financial goals and to make necessary changes now to ensure a better outcome next year. 

Tax Tips for Investors — Maximize RRSP Deductions: Check Out Your Notice of Assessment

Posted: June 21, 2017
Posted in: Strategic Thinking, Investment & Retirement, Tax Planning
Well, tax filing season should be over officially for most individuals— and that means it’s already time to think RRSP season! Will you be topping up?

Planning Required: Retirement Savings Shortfall is Enormous

Posted: June 21, 2017
Posted in: Strategic Thinking, Investment & Retirement
The World Economic Forum predicts that a dramatic retirement savings shortfall could hurt citizens in several of the top western nations, including the UK and Canada.(1) They suggest that the gap could be as big as US$428 trillion by 2050.

Interest Rate Hike and Issue for Small Business

Posted: June 14, 2017 By : Knowledge Bureau
Posted in: Breaking News, Bookkeeping and Accounting, Investment & Retirement
Debt is the number-one financial issue in Canada today, and things are about to get more urgent for mortgage holders and business owners who have significant debt. 

Make Hay While the Sun Shines! Time for Summer School

Posted: June 14, 2017 By : Knowledge Bureau
Posted in: Breaking News, Bookkeeping and Accounting, Investment & Retirement, Succession & Estate Planning, Tax Planning
Time to sign up for summer school with an early registration incentive at Knowledge Bureau.