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Financial Issues & Answers for Everyone
A thorough analysis of today’s financial news—delivered weekly to your inbox or via social media. As part of Knowledge Bureau’s interactive network, the Report covers current issues on the tax and financial services landscape and provides a wide range of professional benefits, including access to peer-to-peer blogs, opinion polls, online lessons, and vital industry information from Canada’s only multi-disciplinary financial educator.
August 2025 Poll
A public consultation on whether the CDIC’s deposit insurance limit should be raised to $150,000 per deposit category is underway. Do you agree?
Going to School or Working Temporarily in the U.S.?
If you plan to attend school or work temporarily in the U.S., you may technically be deemed a U.S. resident for tax purposes.
Part 2: The Art & Science of Retirement Planning
Doug Nelson is author of the newly released Master Your Retirement and discusses the "laws" of retirement planning.
Should I apply for a U.S. green card rather than renew my temporary work visa?
When a non-resident, non-U.S. citizen individual goes to the U.S. to work and live temporarily, after their term is almost up and they are contemplating staying in the U.S., many wonder if they should be applying for a U.S. green card rather than renewing their temporary work visa; however, most of the time they don't realize what it means to apply for and obtain a U.S. green card.
Using Marginal Tax Rate in Measuring Tax-Efficiency
Your marginal tax rate is linked to your tax bracket and analyzes how much you’ll pay on the next dollar you earn from various income sources. This is an important concept too—not all income sources are taxed alike.
Grad Spotlight - Lori Campbell, MFA
Lori Campbell earned her MFA-Succession and Estate Planning Specialist designation in 2012 and has been a frequent delegate of the Distinguished Advisor Conference over the last seven years. We are pleased to have Lori as one of our distinguished grads.
