All items tagged with: Debt Management

Retirement Advice Key as Canadians Fall Short on Savings Goals

Posted: September 19, 2017 By : Tamar Satov
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.

Students Will Owe $30K by Graduation: Debt Management Critical

Posted: September 08, 2017 By : Knowledge Bureau
Posted in: Strategic Thinking , Debt Management, Tax Planning, Financial Advisor, knowledge bureau, TFSA, RESP, rrsp, education savings, distinguished financial advisor, financial education, professional development, post-secondary education, CE Summit, student debt, student loans, CIBC poll, back-to-school, Marcia Elaschuk, consumer debt, reducing debt, debt solutions

Three-quarters (74 per cent) of Canadian post-secondary students believe they will need to supplement their schooling with more training after graduation, despite already spending on average $14,000 each year and expecting to owe $30,000 in debt by the time they complete their current program.

Find Solution to Managing Debt Load

Posted: March 25, 2014
Posted in: Your Professional Development, Investment & Retirement, Tax Planning , Debt Management, debt reduction

Assist your clients with making a plan to get out of debt with the Debt Reduction Solutions Calculator. Become a certified Debt and Cash Flow Management advisor – it only takes 30 hours online.

Help Your Clients Manage Debt and Establish a Savings Process

Posted: November 14, 2013
Posted in: Your Professional Development, Bookkeeping and Accounting, Investment & Retirement, Succession & Estate Planning, Tax Planning , Debt Management, cash flow management

Debt is a large problem in many households. Wealth advisors need to see where the debt lies and understand how to help their client use debt in a healthy manner in order to accumulate, grow and preserve wealth. Enrol in Debt and Cash Flow Management by November 20 and save $200 on tax deductible tuition fees.

Deal With Debt

Posted: September 25, 2013
Posted in: Your Professional Development, Investment & Retirement, Tax Planning , Debt Management, debt reduction calculator

Soaring debt loads are a problem for many Canadians and particularly troublesome for those who are about to retire. Knowledge Bureau’s Debt Reductions Solutions Calculator is a tool to help advisors assist their clients with making a plan to get out of debt.