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Posted in: Strategic Thinking, Current Issue, Debt Management, Financial Literacy, OAS, seniors, knowledge bureau, Canada Pension Plan, Evelyn Jacks, tax calculator, retirement planning, mortgage, guaranteed income supplement, old age security, Canadian economy, retirement income, CPP, tax course, inflation, financial education, CE summits, Baby Boomers, GIS, old age benefits, Consumer Price Index, CPI, interest, mortgage rates, retiring at 65, high-net worth, retirement investments, saving for retirement
The Old Age Security monthly benefit is expected to increase to $590.74 in the fourth quarter based on CPI data, for a total 2017 benefit of $6,994.62.
Posted in: Strategic Thinking, Current Issue, Debt Management, Tax, Tax Planning, Debt, interest rates, Bank of canada, Evelyn Jacks, retirement planning, mortgage, tax courses, real estate, debt and cash flow management, retirement savings, CPP, retirement income calculator, CE summits, consumer debt, credit card debt, liquid assets, savings strategies, personal savings account, tax-efficient retirement income planning
Three-quarters of Canadians say they have saved 25 per cent or less of what they feel they need to retire, according to a Canadian Payroll Association survey. Financial advisors are well-positioned to help.
Posted in: Strategic Thinking, Current Issue, CRA, tax court, knowledge bureau, Canada Revenue Agency, income tax act, Evelyn Jacks, income tax, tax courses, tax preparer, Canadian income tax, history of income tax, tax history, Income War Tax Act, income tax appellant process, notice of assessment, Tax Review Board, Superior Court of Record, Income Tax Appeal Board, Canada celebrations, important dates in Canada, Canadian history
National income tax is such a given in western economies that we lump it in with death as being unavoidable and portray the “Taxman” as some kind of grim reaper. But, in reality, federal income tax is a fairly recent invention — in Canada, we’ve just now reached the 100-year anniversary of the practice.
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Canada now ranks No. 5 globally by share of pension fund assets, according to new research by Willis Towers Watson. What does this mean for advisors and their clients?
Posted in: Strategic Thinking, Current Issue, knowledge bureau, entrepreneur, innovative thinking, thought leadership, Executive Business Builders Program, business development, leadership
“Ideas are a commodity. Execution of them is not.” —Michael Dell, founder & CEO, Dell Technologies
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Plus, find out who the lucky winners are to the DAC trivia contest!