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FiscalAgents.com Front Page Archive - 2005

Date Added

Major additions / revisions

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May 2, 2005

Bulletin:	A quick round-up of tax filing information for 2004
Bulletin:	Have you checked your T4 for errors?
Article:	Tax Talk - Joint tenancy
Article:	Tax Talk - The CRA “Top Ten”
Tip:	Tax Tips: Why should a family file tax returns together?
Tip:	Tax Tips: Service for seniors makes tax filing a breeze

April 20, 2005

Article:	Taking a look at income-generating investments in a rising interest rate environment
Article:	Hindsighting investments - income funds, GICs or both?
Article:	Eldercare 2005 Part 1/2: Disability Supports Deduction
Article:	Eldercare 2005 Part 2/2: Medical Expenses Tax Credit
Article:	Surprise, your bank branch is closing: What you need to know
Article:	Before You Travel: General Advice for Travellers
Section:	Ask An Expert

March 2, 2005

Section:	The Fiscal Agents Jumbo RRSP Centre 2005
News:	Update: CDIC raises coverage to $100,000!
Article:	Hindsighting investments - Income funds, GICs or both?
Article:	Looking for a different type of accommodation in retirement - check out a Life lease property
Article:	Don't let the thrill of buying your new home be dampened by not considering the property taxes
News:	Did you have GIC investments with Confederation Trust?
Tools:	Using graphs to explain risk

December 9, 2004

News:	CDIC Insurance: Not what it once was
Article:	Maximizing returns on GIC investments, compounding and escalating interest rates
Article:	After-tax returns vs. Pre-tax. Who knows?
Article:	Extend and Blend: It's a new retirement investment term, not something you do at the hairstylist!
Article:	Debt you say?
Section:	Ask an Expert
Tools:	What should you be saving for retirement?

September 24, 2004

Article:	Halfway through the year and thinking about RRSPs?
Article:	Tailoring your car insurance to suit your needs
Article:	Missed claiming a Capital loss in prior years? Tax Court says it’s not too late, so re-file
Article:	Taking advantage of the Financial Services Revolution
Section:	Ask an Expert
Warning:	Sun Life Financial warns: Beware of impersonated financial institutions

July 2, 2004

Review:	Check out the stocks contained within the mutual fund as well as the managers' investment philosophy
Article:	Eldercare: Under A Microscope
Article:	For conservative equity investors, consider dividends for the long haul
Article:	Seven easy ways to save money
Article:	Still coping with Christmas debt?

March 10, 2004

Article:	New annuity page adds greater depth to Learning Centre's -Retirement Income section
Article:	Lifetime income solutions for you and yours
Article:	Annuity Taxation
Article:	Getting a mortgage for self-employed/commission workers
Article:	Setting up a regular savings/investment plan
Review:	Putting your reward points to a higher task - educate your kids while you shop!
Article:	How can mortgage rates be going up when prime is coming down?
Article:	What a difference a day makes
Warning:	Regulator warns investors to steer clear of Ponzi-style investment schemes

February 10, 2004

Article:	Each year the BIG question seems to be: Is there enough money to live when retirement comes around? (The Fiscal Agents 2004 Jumbo RRSP section)
Article:	Who's going to take care of me?
Article:	What to look for in a RRIF
Article:	Attention Snowbirds: Talk finances before you take flight

December 5, 2003

Article:	Year-End Tax Planning
Article:	Your time is running out
Article:	What to look for in a RRIF
Article:	Potential benefits of maintaining a minimum monthly balance
Survey:	Monthly Service Packages Comparison
Bulletin:	Metlife study reveals long-term financial impact for survivors due to spouse's premature death
Section:	Ask an Expert

October 23, 2003

Article:	Forget to renew your deposits?
Article:	Systematic Withdrawal Plans: When is the tax paid?
Article:	Will that be debit or credit?
Article:	Investment habits of men vs. women
Article:	Term Life insurance makes protecting against larger risks more affordable
Article:	Gradual Inheritance Transfers
Section:	Ask an Expert

August 27, 2003

Article:	Are you converting your RRSP funds into a Retirement Income Fund this year?
Article:	The range of products is extensive and flexible
Article:	Student's Property
Article:	I applied for a mortgage, what's happening?
Section:	Ask an Expert

July 21, 2003

Article:	Bigger Pay GICs
Article:	Universal Life: Seperate Insurance & Savings Products Premium Erosion - The Sequel
Article:	The Luck of the Draw - And making a difference
Article:	Travel Health Insurance: If you get sick unexpectedly or have an accident while you are away, knowing your coverage before an emergency occurs will ease the pain
Article:	Identity theft worries: Half of Canadians using debit and credit cards are concerned

May 26, 2003

Article:	As the warm weather arrives, has your tax refund?
Article:	Surprised by the Old Age Security "clawback" on last years income tax return?
Article:	Moving Day - The very last box you should pack
Article:	Why smart money remains fully invested

April 2, 2003

Article:	GIC Laddering offers investors flexibility, liquidity
Section:	Mutual Fund Watch - The Winners and Losers - Advanced Fund Lookup
Article:	Socially Responsible Investing (SRI): So who or what is it?
Section:	Ask An Expert
Section:	What the Papers Say

March 4, 2003

Article:	GICs: A new take on a tried and true investment
Article:	Blind sided by a support claim
News:	Announcing the National Life RRSP Loan Program
News:	Rates announced for new Canada Savings Bonds
Tools:	RRIF Payment Scheduler
News:	Our third Money Management Newsletter contest
Section:	Special Glossary of Abbreviations and Acronyms

February 19, 2003
Special RRSP Section

Article:	With the RRSP March 3rd deadline on the horizon, a little foresight...
Article:	On-Site RRSP Content and Resources
News:	RRSP-Related Calculators and Worksheets

November 8, 2002

Article:	Counting on government benefits to augment your income during retirement?
Tools:	What should you be saving for retirement? Financial Calculator
Article:	Pay your mortgage off faster and save thousands of dollars
News:	Financial Advisors Wanted
Section:	Ask an Expert
News:	Manulife announce a new Nursing Care Income Plan product

September 27, 2002

Article:	The market's down... What do you do now?
Article:	Planning for your children's future
Tools:	Choosing A Guardian Worksheet
Article:	Federal Home Buyer's Plan frees up RRSP funds for purchase of first home
Rates:	Updated Travel Insurance Survey
Article:	RSP Investing Strategies: Monthly Investing Works
Warning:	Consumers Alerted to �Advance Fee� Scam
Tools:	Mortgage Amortization Schedule Generator

July 23, 2002

Section:	Fiscal Agents now offering ING Bank Savings Accounts
Article:	Understanding the art of maximizing After Tax Returns, not Pre Tax Returns
Article:	Spreading your wealth around using Asset Allocation and Diversification strategies
Article:	June 12th marked as another milestone in Canadian banking circles
Section:	Front Page Archive
Section:	New and Improved Financial Glossary
Tools:	Short / Long Term Rate Comparison Calculator

June 18, 2002

Article:	Borrow up to $20,000 interest-free from your RRSP and get educated
Article:	Power of Attorney and a Living Will - The same thing?
Article:	Ontario Savings Bonds Information
Article:	A word to single parents about their life insurance
Tools:	The MANAGER Net Worth Calculator
Tools:	WinQuote™ Online Insurance Quote Service

May 29, 2002

Article:	Alter Ego & Joint Partner trusts in estate planning
Article:	Your tax return is filed - what happens now?
Article:	Estate Planning: Being an Executor
Survey:	Savings Accounts Rates Survey
Survey:	Electronic banking comparison chart
Tools:	Advantage of Early Investing Calculator

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