RRIF Calculator

RazorPlan's RRIF calculator estimates the future withdrawals from an RRIF based upon the prescribed minimums. Advisors can also use the RRIF calculator to estimate how long a client can withdraw a set amount from a RRIF before running out of money.
February 14, 2018/by Mike Howe

How Financial Pros Use RazorPlan Software: Noel D’Souza, Money Coaches Canada

"As a Financial Planner, I guide my clients through a process to help identify where they currently are, what their short, medium, and long-term goals are, and how best to make use of the resources they have to achieve these goals and live the life they truly want.”
February 6, 2018/by Jay Palter

How Financial Pros Use RazorPlan Software: Christine Williston, Money Coaches Canada

The financial advice industry is changing and financial planning is playing an increasingly important role in many businesses. In this series of articles, we profile financial professionals that are using RazorPlan to innovate and grow their businesses.
January 3, 2018/by Jay Palter

Small Business Taxation

It has been two weeks since the Federal government announced, over lunch at the Pastaggio Italian Eatery, changes to the small-business tax rate from 10.5% to 9% by 2019. This change in the small business tax rate is a campaign promise that has been accelerated because of the backlash the Federal government felt over the small business tax changes proposed on July 18th, 2017. 
November 2, 2017/by Dave Faulkner

Will That Investment in Your Child’s Business Endanger Your Retirement?

Your son or daughter just asked you for a short-term loan to help them start a business. If everything goes well, they will pay you back with interest in a few years. But what if they never pay you back? How much will it impact your ability to enjoy your retirement?
October 3, 2017/by Dave Faulkner

Average Canadians Stranded in a Storm of Liberal Tax Changes

Understanding the implications of the proposed federal tax changes.
September 13, 2017/by Dave Faulkner