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Fiscal Agents Money Management
e-Newsletter is a comprehensive and interesting collection of articles
and news tidbits related to various aspects of the financial industry.
Compiled monthly, it also contains analysis of trends, products and ideas
from a consumer point of view.
Designed in an easy to read format,
it is packed with links, rates and polls that reflect the latest developments
in the world of finance. Express your views through our monthly poll and
make our rate tables a part of your investments research.
Are you searching for previous issues
of the Money Management Newsletter? Below, you will find all issues that
have been released prior to the current month, as well as bulletins that
have been released regarding time-sensitive material. To view past issues,
click on the titles located beside the corresponding month.
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Issue
Title
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Date
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A
Fiscal Agents client gets $3,373.70 more on a GIC investment than a major bank
branch client
Contents: How
GICs beat out bonds, Fiscal Agents and RedFlagDeals.com join forces in providing
Mortgage & Investment information, Thinking about borrowing to invest: Leveraging
Guidelines, 8 tips to tackle RRSP crunch time from Ernst & Young, |
February 2008 |
Tumultuous
stock markets gyrate – investors told: Don’t despair
Contents: Fiscal
Agents: In the news, Fiscal Agents: In the news, In Hindsight - If you became
sick or injured (and insurance was to be your safety net), New LIF & RIF flexibility
: Unlock up to 25%, Facts about Your RRSP for this Tax Season, Still coping with
Christmas debt?, The Minister of Finance wants your opinion |
January 2008 |
Fiscal
Agents: Number one with Canada's best
Contents: IPC's
Intelligent Investor - The Pros and Cons of Strategic Asset Allocation, Pension
Income: Questions you may have thought to ask you advisor, Year-End Tax Strategies |
December 2007 |
The
Retirement Balance: Who determines your current and future consumption rate?
Contents: Year-End
Planning Checklist, How to have cash at the end of it all - Annuities Are Like
A Mortgage In Reverse, Travel Insurance survey updated, Some of the recent federal
budget changes, and what they may mean to you, What the Investment Manager has
to say, "How much should you be saving for retirement?" - Pension Calculator
updated, Interest rate management ideas |
November 2007 |
How
to get your CPP early
Contents: Be
aware of putting money into depreciating assets, Interest Deductions Take Hit
From CRA Ruling, Lessons Learned in the Market, The nature of diversity |
Sept - Oct 2007 |
Two
of a kind
Contents: Do
you own a business?. Older homes may need upgrades for insurance, Market Volatility
- Friend or Foe?, Ad-hoc adds costs, The tax man has all the time in the world |
August 2007 |
Building
an investment portfolio and the importance of diversification and style
Contents: Managing
Market Volatility, Bank of Montreal Manulife Investments Protected Deposit Notes,
Canadian ReturnPlus™ Class, Series 1 and Series 2, A look at dollar-cost
averaging, You, your family and Money a difficult subject - this booklet can help
get the conversation going, Top 10 Tax Tips
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July 2007 |
It's
all just around the corner - the future
Contents: Canada's
Top 10 Tax Tips, Who will your family turn to when you die?, Product Bulletin:
Registered Education Savings Plans – Update/Highlights, Product Bulletin:
Registered Retirement Plans – Update/RSP/RIF Highlights, "LIFS are not
government money!" CARP campaigns to unlock Locked-In Funds (LIF) in Ontario
100 per cent
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June 2007 |
Donating
"in-kind"
Contents: New
tax breaks for seniors, Lessons in Asset Allocation, Buying and selling stuff
at a garage sale can be damaging to your health and pocket book, Getting a grip
on Cellphone charges |
May 2007 |
Our
distribution partner Sympatico/msn.com hits 20 million visitor mark per month
Contents: Good
tax planning foundation of financial decision-making, Buying a motorized "toy"
or a scooter, "Dad was so particular dealing with financial matters...",
Business Owners Report the Challenges of Succession Planning, Making your portfolio
worry-free:
Quick tips on how to minimize financial stress |
April 2007 |
Children's
fitness tax credit
Contents: AIM
Trimark Investments federal budget analysis 2007, Ontario budget opens door for
Locked-in retirement accounts, adds to property tax credit and split their pension
income, Federal Budget 2007 - Freedom 71, Important information for RRIF/PRIF
holders, Pension Income Splitting, Changes to Dividend Income and Pension Splitting,
The Changing Face of Retirement |
March 2007 |
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