Claiming Medical Expenses: Free Healthcare?

Free Health Care? Did you know that Canadians spend on average more than $1,000 on medical expenses each year? It’s estimated that government programs, via our taxes, cover about 72% of medical expenses, which means that we pay for the rest. Your clients may be over-paying on their taxes because they don’t know about medical expense deductions. 

With 2015 almost behind us, the time is now to start planning your educational calendar for 2016.

Canada possesses priceless resources, not just in its natural resources but also in new human resources—gems that are waiting to be uncovered. They are highly educated immigrant women, ready to contribute to the economy in a significant way.

The Canadian economy has deteriorated in the last six months, according to a press release from the Office of the Parliamentary Budget Officer (PBO), and growth is expected to be slower than anticipated over the next few years. A weaker economy translates into larger deficits over the medium term than the PBO forecast in April, states the report, which was released November 10.

Those who earn more live longer, the longevity gap between men and women is closing and living close to your kids in retirement may turn out, well, differently than you may think. All of these factors and more will change how you think about retirement planning, according to Dr. Michael Finke, a keynote speaker at the Distinguished Advisors Conference (DAC) in Puerto Vallarta, Mexico, last week. But his biggest “aha” moments came from research on the financial literacy of seniors.

Joe Roberts, also known as “The Skid Row CEO,” held the audience at Distinguished Advisor Conference (DAC) rapt with his moving personal story of addiction and recovery. Revealing the power of having difficult conversations with clients, Joe showed how trusted advisors can take their work to another level, especially in making financial plans for those who are vulnerable due to addiction.

Differentiate yourself as an MFA-Succession and Estate Planning Specialist in your community.  The first certificate course in the program, provides students with a solid understanding of the fundamentals of succession planning and how to become a more valuable resource to your clients in assisting them with their business succession planning needs.