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:

We accept editorial submissions for the Knowledge Bureau Report from Distinguished Advisors until 5 PM CST Thursday weekly.

I’m a retired widow. My only income is CPP and Old Age Security. I also get the Supplement but lately I’ve been thinking about going back to work part time, maybe one day a week, as a Greeter at Walmart. How will this extra income affect my Supplement?

Employees may claim certain specific expenses of employment on their tax returns, depending on whether the employer will verify this was a necessary condition of employment.

Al Emid, one of three authors along with Evelyn Jacks and Robert Ironside of Financial Recovery In A Fragile World, recently appeared on the financial talk show Money Talks airing on Astor Communications’ station San Diego AM 1450. The broadcast was also carried in the Inland Empire area of California.

A must-read book for anyone who wants to develop the Winner’s Mindset about money and is serious about financial freedom on his or her own terms. Clearing the roadblocks to smooth your financial journey, this book is inspiring, informative and impactful and in some places, truly funny. Order by Apr. 2 to take advantage of our boxes of books special!

Strengthen your wealth advisory services and help your clients better use their precious resources of time and money both now and in the future. Enable a framework for joint decision-making throughout changing life, financial and economic times, with all the stakeholders involved: family members and professional advisors. Sign up today for the free trial!