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Learn how to manage your personal finances better with our Personal Money Management forms.
Download articles, information, guidelines and checklists to help you choose a financial consultant, make investment decisions, manage your portfolio, learn strategies to protect your assets and minimize tax costs, teach your children about saving, and make extra money.
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 financi...
Choosing a Financial Advisor Fact Sheet & Quick Reference
Download this free checklist of questions to ask a financial advisor before making the decision to let him or her handle your money. Source: The Alberta Securities Commission. In Adobe PDF format for easy downloading and printing....
How to Manage Your Cash to Increase Your Net Worth (Canada)
Do you want to learn how to manage your cash better? This 9-page seminar 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 their net wo...
Managed Capital: The Key to Understanding Managed Money (Canada)
"Managed Capital: The Key to Understanding Managed Money" is a 20-page seminar developed by McClure Financial Services Ltd. to give Canadian investors an understanding of professional money management and managed funds. Topics include mutual funds, asset allocation, wrap accounts, segregated fund...
Pension & Severance Planning (Canada)
Pension & 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 & employer-defined pensio...
15 pages of information to help you choose an investment professional, protect your investments, guard against investment fraud. Includes a household budget form, financial planning information form, and a table of compounded rates of return to help you determine the growth rate of your investments....
Personal Net Worth Statement (Canada)
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 and liabilities, including real estate, stocks, bonds, debts owed to you, debts you owe to others (including car loans, mortgages, etc.), an...
Personal Net Worth Statement (USA)
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 and liabilities, including real estate, stocks, bonds, debts owed to you, debts you owe to others (including car loans, mortgage loans, etc.), an...
RRSP's: Your Key to Tax Effective Growth (Canada)
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 growt...
Risk Management: How to Manage the Big Hit (Canada)
When then economy is in bad shape, it's important to know what to do if the worst happens. "Risk Management: How to Manage the Big Hit" is a 21-page seminar developed by McClure Financial Services Ltd. to help Canadians avert financial disaster when faced with the loss of all or most of the famil...
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. In Adobe PDF format for easy downloading and printing....
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