June 2007, Issue 62

It's all just around the corner - the future
To help understand how time and relationships impact your future financial needs and obligations, we've provided this little chart to help you gain a realistic view of the possible and probable. In the illustration, you'll notice the relationship and comparative age difference of each member of the group as they get older.

Use the Read More link to view the complete article.

Canada's Top 10 Tax Tips
What better time than the lazy, hazy days of summer to get your tax affairs in order. Here are Jamie Golombek's top 10 sizzling summer tax strategies.

Use the Read More link to view the complete article.

Who will your family turn to when you die?
It's a little known fact: that for some, the third most expensive purchase most Canadians will make, after their houses and their cars, is their funeral. The average cost of a funeral, plus cremation or burial, is estimated to be between $5,000 and $10,000. There are a number of options you can choose from to plan in advance for your funeral.

Use the Read More link to view the complete article.

Product Bulletin: Registered Education Savings Plans – Update/Highlights
We've probided a summary bulletin of the effect of the changes contained in Bill C-52 that affect RESPs, compiled originally by Concentra Financial.

Use the Read More link to view the complete article.

Product Bulletin: Registered Retirement Plans – Update/RSP/RIF Highlights
Bill C-52, An Act to Implement Certain Provisions of the Budget Tabled in Parliament received Royal Assent June 22, 2007 and is now in force. The following information highlights the changes contained in Bill C-52 that affect RRSPs and RRIFs. The Information Circular #10/07 dated June 28, 2007, was provided by Concentra Financial.

Use the Read More link to view the complete article.

"LIFS are not government money!"
CARP campaigns to unlock Locked-In Funds (LIF) in Ontario 100 per cent.
CARP, the Ontario Society (Coalition) of Senior Citizens’ Organizations and the Ontario Coalition of Independent LIF Holders have joined forces in a campaign to persuade the Ontario Government to unlocked Locked-In Funds (LIFs) 100 per cent. In the 2007 Ontario Budget the Government proposed to unlock them 25 per cent. Fiscal Agents is in full support of this campaign and encourages its clients and web site visitors to join in the petition.

Use the Read More link to view the complete article.


Today's Market Rates
 

Taken from the FiscalAgents.com
Money Centre
, as of 6/29/07

Term Deposits 4.55%
Annually, 120-179
Days, $25,000

GICs 5.00%
Annually, 5 Year, $5,000

Maximum Rate 5.00%
Annually, 5 Year, $10,000

RRIFs

5.00%

Annually, 5 Years, $50,000

RRSPs 5.00%
Annually, 5 Year, $5000

Savings a/c 3.85%
Daily

Click the link below to view our best-offered rate table.

   The Best of the Best

Mutual Fund Statistics:
May 2007


Assets under management:
$711.9 billion
Net sales (excl.reinv.distr.):
$3.5 billion
Fund-on-Funds Assets under management:
$106.3 billion
Fund-on-Funds Net Sales (excl.reinv.distr.):
$2.1 billion


Special Offer


The Money Management Newsletter
- General Interest - Managing Money - RSP - Planning
- Retirement Income Planning - Insurance Products - Savings
- Investing in Mutual Funds - Taxes & Estate Matters - Choosing Financial Services
- GICs & Fixed Income - RESP - Education Saving - Home Ownership
- e-Newsletter Archive - Bulletin Archive - Front Page Archive

The Companion Advisor
- Retirement Planning - General Interest - Fixed Income
- Taxes - Mutual Funds - Techniques & Methods



To unsubscribe to the Fiscal Agents - Money Management e-newsletter , please send an e-mail to unsubscribe@fiscalagents.com.

Copyright ©2007 Fiscal Agents Financial Services Group
All rights reserved.


The information contained in this newsletter is intended only as a general guide and may not be suitable for certain individuals. If expert advice is warranted, readers are urged to consult a competent professional. While any investment, legal, tax and accounting information, contained herein, has been obtained from sources believed to to be accurate, constant changes in the legal and financial environment make it imperative that readers confirm this information before making financial decisions. This newsletter is not and under no circumstances is to be construed as an offer to sell or the solicitation of an offer to buy any securities. This newsletter is furnished on a basis and understanding that Fiscal Agents Ltd., Fiscal Agents Insurance Ltd. cannot be held responsible or liable for liability a reader of this newsletter may suffer as a result of reliance on information contained herein or omitted. © 2007 This newsletter is protected by copyright and all rights are reserved. Money Management Made Easy® is a Registered Trade Mark of Fiscal Agents. Mutual Funds offered through IPC Investment Corp. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation service. Please read the prospectus of the mutual funds in which investment may be made under the asset allocation service before investing. Mutual Funds are not guaranteed, their values change frequently and past performance may not be repeated. Fiscal Agents Financial Services Group, P.O.Box 5000, Oakville, ON. L6J 5C7 (905)844-7700