Joan M. Mikkelsen

Newsletters

Every two months I produce a newsletter and below you will find my most recent editions. The most recent is listed first. If you would like be part of my distribution list, please contact me today.

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You can get it here.

December 2011

Merry Christmas and Happy New Year
Are you aware...
Food, rather than food for thought!
- Green Envy
- Chipits Cherry Jewel Bars

October 2011

N.S. Probate Tax (fee schedule)
Investing with a safety net...
- Would you like to reduce or eliminate probate fees?
- Have investments with potentially higher returns the GICs (Guaranteed Investment Certificates), but with some guarantees?

August 2011

Are you aware...
Unclaimed balances
Changes to Canada Pension Plan

June 2011

Office Relocation (reminder)
Who will get the family cottage--the taxman or someone you choose?

April 2011

Office Relocation
Pitfalls in joint tenancy

February 2011

Income Tax Tips
Gifts for children
Are you aware that ...

December 2010

Merry Christmas and Happy New Year
Are you aware...
- Spousal RRSP deposits
- Joint accounts
- Transfer of RRSP to RRIF
Travel insurance and tips

October 2010

Are you aware that ...
- RRSP and Lifelong Learning Plan
- NS senior's property tax rebate
- RRSP and Home Buyers' Plan
Personal Directives in Nova Scotia
- attached brochure
A dollar saved is a dollar earned (after income tax, of course!)
- Seniors Discount Information

August 2010

Are you aware that...
- credit card interest rates
- risks of financial institution group creditor insurance
- risk of adding names to assets
It's in Your Hands (booklet with excellent legal information)
Deposits to TFSA--excess contributions can be very expensive

June 2010

Knowledge is Power (Legal Information
Society of Nova Scotia contact info)
Personal Care Directives
Probate Tax
Are you aware that...
Information helpful to a lawyer when preparing your will

April 2010

PINK Event...thank you
Income Tax Tips
Questions I'm asked about long-term care

February 2010

Ten years ago
- Changes since February 2000 Clipboard
Upcoming Event
- PINK Event March 2nd, 2010
Happy Birthday
- Tax Free Savings Accounts (TFSA)

December 2009

Merry Christmas
Are you aware...
- Home Renovations Tax Credit
- Spousal RRSP contribution - timing
- Charitable donations
Upcoming event
- P.I.N.K next one is January 19, 2010
Thank you
- Pineapple cake recipe

October 2009

Are you aware...
- Tax Free Savings (TFSA)
- Proposed changes to Canada Pension Plan (CPP)
- Visitors to Canada - medical treatment
Upcoming events:
- P.I.N.K - next one is November 3, 2009
- Serving Seniors Social - October 31, 2009

August 2009

Upcoming events:
- P.I.N.K
- Serving Seniors Social
Are you aware...
Ovarian cancer - "Listen to the whispers"

June 2009

How to unlock your Locked-In RRSP/LIF
Summer is here! recipes
Upcoming event - Serving Seniors Alliance booth at 50+ Expo

April 2009

Springtime -- Tax time
PINK an event to Entertain and Empower women
Upcoming event - Serving Seniors Social

February 2009

Tax Free Savings Accounts (TFSA)

December 2008

Preview of Tax Free Savings Account (TFSA)
Investing with a safety net - Part 2 of 2

October 2008

Pet peeve
Upcoming event
Investing with a safety net - Part 1 of 2

August 2008

Food for thought
What are the risks and tax implications if I add
an adult child’s name to my house or cottage?
News - update

June 2008

Upcoming events
Were you aware that ..... find out which retirement investment plans are not protected from creditor claims
My RRIF payments are decreasing every year. Will I run out of money?

April 2008

Were you aware that .... RESP / pension tax credit / junk mail / e-mail newsletter
Jump start for 2007 tax deductions
Will the government take my house and savings if I have to go to a nursing home?

February 2008