Personal Money Management

Learn how to manage your personal finances, make investment decisions, and reduce debt and taxes with our Personal Money Management forms.

Brett's Money Primer - Money Basics for the Young Adult
How much do your teenagers know about financial matters? Brett's Money Primer - Money Basics for the Young Adult will teach them everything they need to know. This comprehensive and entertaining guide offers over 150 pages of hot money tips for young adults. It defines all of the common financial j...
Price: $24.99
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Canada Investment Basics: Building a Foundation of Knowledge
Build a foundation of investment knowledge with this 19-page Canada Investment Basics seminar from McClure Financial Services Ltd. The Investment Basics seminar is designed to give Canadian investors a better understanding of: investment terminology, how simple and compound interest rates work ov...
Price: $24.99
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Canada Personal Net Worth Statement
Calculate your personal net worth with this fill-in-the-blank Personal Net Worth Statement for Canadian residents. The Statement sets out all of your assets, liabilities, and other financial details that may be required by a lender, or by your lawyer or financial advisor for estate planning purpose...
Price: $9.99
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Choosing Your Financial Advisors - for Canadians
Choosing financial advisors is an important first step towards successful investment planning, and you should choose them as carefully as you choose your doctor or lawyer. This free brochure offers information on the various types of advisers in Canada, the selection criteria you should consider, a...
Price: FREE
Choosing a Financial Advisor Fact Sheet & Quick Reference
Worried about hiring a financial advisor to handle your money? Download this free checklist of questions to ask potential financial advisors before making that decision. Choosing a Financial Advisor is provided by The Alberta Securities Commission....
Price: FREE
Fair Debt Collection Practices
Do you have outstanding debts that have been submitted to bill collectors? Fair Debt Collection Practices is a free article that sets out what types of collection practices debt collectors are allowed to use, what behaviors are prohibited and what you can do if you feel you are being treated unfairl...
Price: FREE
How to Make Big Money with Garage Sales
Download this free guide on how to become a successful garage sale operator. Learn how to plan, advertise, stock and conduct regular garage sales. How to Make Big Money with Garage Sales is a PDF download....
Price: FREE
How to Manage Your Cash to Increase Your Net Worth
Do you want to learn how to manage your cash better? This 9-page seminar for Canadians can show you how. How to Manage Your Cash to Increase Your Net Worth was developed by McClure Financial Services Ltd. to help Canadians manage their cash better, improve their personal bottom line and maximize th...
Price: $24.99
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How to Stop Your Creditors Cold
Download this free article which sets out a number of ways to wipe out your debts - the information you need to know to help you decide whether to declare bankruptcy or opt for an alternate strategy. How to Stop Your Creditors Cold is a free PDF download....
Price: FREE
Improving Your Credit Rating & Erasing Bad Credit
Download this free article to help you understand and improve your credit rating, and ways to erase bad credit. Improving Your Credit Rating & Erasing Bad Credit is a PDF download....
Price: FREE
Pension and Severance Planning for Canadians
Pension and Severance Planning is a 9-page information package developed by McClure Financial Services Ltd. to assist Canadians in determining their pension benefits, and in contingency planning in the event of being offered a severance package. Topics include: government and employer-defined p...
Price: $14.99
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Personal Money Management
Download this free 15-page guide to help you choose an investment professional, protect your investments, guard against investment fraud. The guide includes: a household budget form, financial planning information form, a table of compounded rates of return to help you determine the growth rate o...
Price: FREE
RRSP's: Your Key to Tax Effective Growth
Learn how to make your RRSP a tax-effective component of an overall retirement plan with RRSPs: Your Key to Tax Effective Growth, a 14-page seminar provided by McClure Financial Services Ltd. to help Canadians with their retirement planning. Topics include: RRSP basics, tax savings, capital ...
Price: $24.99
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Risk Management for Canadians: How to Manage the Big Hit
Has the global recession hit you hard? When then economy is in bad shape, it's important to know what to do to lessen the blow. Risk Management for Canadians: How to Manage the Big Hit is a 21-page seminar developed by McClure Financial Services Ltd. to help Canadians avert financial disaster whe...
Price: $24.99
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Separation and Divorce in Canada
Download this free article by James McClure of McClure Financial Services to help Canadians understand the potential financial implications of separation and/or divorce on their income and assets. Separation and Divorce in Canada is a free PDF download....
Price: FREE
USA Personal Net Worth Statement
Calculate your personal net worth with this fill-in-the-blank Personal Net Worth Statement for USA residents. The Statement sets out all of your assets, liabilities, and other financial details that may be required by a lender, or by your lawyer or financial advisor for estate planning purposes. T...
Price: $9.99
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