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Your Money Matters
As
fall season continues, we'd like to encourage you to check out our
website, at
www.moneyconceptsrv.com. We have several power point
presentations on various topics of interest. Please see the link on
the side.
In
addition, there have been several calculators added to the site that
we thought might be of interest.
Our
new office in Russell is officially open, so if you are in the
neighbourhood, do stop in.
Watch
for our upcoming seminar in January 2007, that will be about
Retirement Income strategies.
On the Income Trust Front
Income Trusts and changes to Pension Income sharing are the
big news this week. Clients who have money in income trusts saw a 3%
-7% downward adjustment in these funds. However, due to
diversification in your portfolios most clients are still up from
the September 30th statements.
The market correction
overshadowed the bigger news about being able to split with your
spouse up to 50% of your pension income. In addition the age credit
was also increased. If you have any questions on any of these
issues, please don't hesitate to give Lise Shannon or myself a call.
As
always we thank you for your trust & do appreciate your business.
Theresa Wever and the Money Concepts Team. |
