Mark Your Calendar: Critical Deadlines for May and June
Tax season never truly ends, it seems, as there are many more upcoming tax filing, investment planning and education milestones to discuss with your clients over the next six months. Check out our handy checklist below and then test yourself – what are the conversation openers you’ll use and with which clients? It’s your opportunity to shine with every member of the household:Missed a Medical Expense Claim? May Is Tax Adjustment Month
It’s amazing how many people rush through their tax filing obligations only to find they have missed important claims on their tax returns. One of the most common is medical expenses. Here is our top ten list of common medical treatments you may have missed.
Successful Investing: Buffett’s Simple Approach
“Investing is simple, but it isn’t easy.” I’ve heard Warren Buffett, the world’s undisputed champion of value investing, say words to this effect so often—most recently at a Berkshire Hathaway annual meeting that brought 40,000 of us (me for the 21st time) to Omaha, Nebraska (of all places), on the last Saturday in April of 2016.
Disability Probability: 14% of Canadians Must Plan for It
A reality for retirement income planning specialists is that the difficult subject of “disability probability” must come up. But, the best time to discuss it with clients is when they are still healthy. According to Statistics Canada1 close to 4 million adults had a disability which limited daily living activities in 2012, or about 14% of Canada’s population.
Caring for the Disabled: It’s Tough and You Can Help
As our population ages, disability-related caregiving for family members will increase, but, as a society, how well are we able to cope? From meal preparation and household chores to time off for appointments with doctors or to deal with financial matters, the commitment in caring for the sick, the disabled and dying is enormous and it is exhausting.
Students in the News: David Foth
We love sharing feedback from our recent graduates. This week we feature the success of Mr. David Foth from Saskatoon, who recently graduated from the new T1 Professional Tax Preparation - Basic course.
Life Purpose
"Optimism is the faith that leads to achievement. Nothing can be done without hope and confidence." Helen Keller
