Feature
Happy New Year!
It is so hard to believe that it is the year of 2012! The Holiday Season has officially ended, the Christmas decorations have all been put away, and our children are back in school.
Every January, I get a kick out of hearing everyone's New Year resolution. Most are the reoccurring ones: Lose weight, exercise more, eat healthy, etc. Of course there is also the one which refers to family's financial well being. Here is an article I came across from Mackenzie Financial which provides 10 "to the point" basics of putting your family's financial situation in a "healthy" state for the New Year. Its a quick read, and very important! CLICK HERE to read on.
All the best to you and your family in 2012!
Other stories
From the Desk of Harry Perler: January Market Update
In the next week or so, you will be receiving a hard copy of this document in the mail, but I thought I would send this out via our eNewsletter as well for all those who are more likely to read online than on paper. CLICK HERE to read my annual January Market Update, reflecting on 2011 and moving forward through 2012.
As always, if you have any questions or comments, please don't hesitate to call me at 604-468-0888 or email me at hperler@perlerfinancial.com.
Don't forget about your TFSA!
If you are 18 years old or older and reside in Canada, you have an additional $5,000 in contribution room for 2012 in your TFSA (Tax Free Savings Account).
If you haven’t contributed in previous years, you will be able to carry forward the previous year contribution amount to this year. For more information regarding TFSAs, CLICK HERE.
Be sure to speak with Harry Perler to find out how much you are able contribute to the Tax Free Savings Account this year.
Never too late to save for your retirement
Here is a quick read on the fact that "... it's not too late to start or accelerate your retirement savings. You just need to plan, plan, plan.". CLICK HERE
to read more on this in an article from Dynamic Funds. If you have any concerns or comments, please do not hesitate to contact Harry at 604-468-0888 or email him at hperler@perlerfinancial.com. Don't forget the RRSP deadline for 2011 is February 29 2012.
Disability Tax Credit Plan - a too well-kept secret
As you may already be well aware, income tax preparations are available within our office. Mary Danbert has been in the accounting industry for more than 25 years, specializing in taxation and financial statements preparation.
One area Mary had mentioned that many people do not know about is the Disability Tax Credit Plan. Many people who have a disability don't know that this Tax Credit is available. CLICK HERE to read an excellent article in the Financial Post. For more information, please contact Mary at our office at 604-468-0888 or email her at mdanbert@shaw.ca
Back to top
|
