Special Reports

Get Access To Jim’s Special Reports

Jim is always putting together special reports to help people make better decisions about money.

Here’s a list of some of the current downloads available:

Financial Education in the Workplace - This information piece highlights the importance of bringing financial education into the workplace and how both employers and employees can benefit from adding financial education to a benefit or wellness program

(NEW) Duties of an Executor - The Executor's checklist - The job of an executor is one of the worst jobs in the world. This checklist is designed to help any executor complete a really tough role.

(NEW 2010) The Most Current Tax Rate Card – Get all the marginal tax rates for every province in the country. This is a great resource for people who want to do some tax planning.
(NEW 2010) Marginal Tax vs Average Tax Chart - This chart complements the Tax Rate Card. It shows the marginal tax rates but also shows the marginal tax rate compared to the average tax rate for a couple of sample income levels ($50,000 and $100,000)

Seven Habits of Wealthy People - If you want to become wealthier, then this report is a must read. Find out Jim's perspectives on the most important habits to develop to get ahead financially and attain more wealth.

RRSP Kit 2010 – Every year at RRSP time, Jim puts together an RRSP kit with quick facts and some relevant articles. This issue discusses the three great debates of RRSPs and whether RRSPs still make sense.

(NEW) Everything you want to know about RRIFs - When your convert your RRSPs to a RRIF, here's what you need to know before you do. This report is an essential read for anyone planning to get money out of your RRSPs.

(NEW) Financial Planning Worksheets - This booklet contains some very important financial worksheets to help you take control of your money. It includes a financial goals, action items, net worth statement, tracking expenses and a cashflow analyzer.

Tax Smart Investing - In conjunction with the 2009 tax rate card above, this special report provides some great tips on how to be tax smart with your investments. Sometimes you can make money with your investments but find that you pay too much of the profits to the government. This guide will help you keep more.

Take Control of Your Money - Money is a big cause of stress these days. This booklet is designed to help people reduce the stress of money by taking control of their money. There are some great tips about how to get ahead financially in this booklet.

Retirement Income Planning Workbook - This is an essential workbook to help you plan to make retirement the best years of your life. this workbook has some important worksheets to help you to plan to retire happy and make retirement the best years of your life.
Retirement Income Map - This chart is an example of a retirement income plan. We use this in our retirement workshops to illustrate how easy it is to make financial decisions once you have a chart like this.

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More Special Reports and E-Books Coming soon . . .

Jim is planning some new special reports in the near future. To be the first to download these reports when they become available, simply register for Jim's Bright Ideas Newsletter.

Buy Low, Sell High - This book is guaranteed to make you a better investor by following the one strategy that is guaranteed to make you money in investing.
My Legacy is my life - This report will not only help you create your legacy but also help you live a better life. Learn how diarizing your legacy can change your perspective on life.
Understanding Government Benefits - This is one of Jim's annual reports updating you on the key retirement paycheques from the government - Canada Pension Plan (CPP) and Old Age Security (OAS)
Estate Planning: It's more than just death and taxes - This session teaches you all the things you need to do to before you die. This report provides a holisitc approach to estate planning beyond just the money and taxes.

Taking Control of Pension Funds - More and more people have moved money out of pension plans into personal Locked-in Retirement Accounts (LIRAs). So what can you do with these accounts?