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August 12, 2011 – Commentary

“Well, Here’s Another Fine Mess You’ve Gotten Me Into.”
- Oliver Hardy to his friend Stan Laurel

It is not our intent to make light of the situation in the global economy or the recent volatility in stock market indexes and individual portfolios. However this line kept coming to mind as we watched events of the last few months / weeks unfold.

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RDSP - Registered Disability Savings Plans

RESP - Registered Education Savings Plans


RRSP’s & Pensions
 

TFSA - Tax-Free Savings Account

Additional Tax Deductions

 

If these topics have started you thinking, and you would like to discuss them further or explore other topics, please call Linda at 954-7526 to book an appointment with either of us.

 

Regards,

 

 

 

Jeffrey J. Kraemer,                     James W. Kraemer, 
CFP, CLU, C.h.F.C., TEP                  FCA, CFP, TEP

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