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Mike and Cathie are frequently quoted by financial experts and
writers across Canada: recent media appearances.
As an educator and advisor to financial planners, Mike Berton
is frequently published on topics of interest to planning professionals.
These recent articles by Mike are available online:
PLATFORM
PREDICAMENT
IDA registration offers advisors more business options, but
the switch comes with some loss of independence.
|
Advisor's Edge Magazine, July
2006 |
THE TERM RUT
Timing is everything when converting from term to permanet
insurance.
|
Advisor's
Edge Magazine, May 2006 |
GIVING
CREDIT
A source deduction letter can help clients receive tax credits
early and maintain their cash flow throughout the year.
|
Advisor's Edge Magazine, April
2003 |
BUY
BACK TIME
There are many competing issues to review when considering
pension buybacks.
|
Advisor's
Edge Magazine, June 2003 |
MOVE
OR RENOVATE?
Clients do not necessarily need to leave their beloved home
when their family exceeds its capacity.
|
Advisor's Edge Magazine, November
2003 |
PLANNING
FOR ONE
Cathie Hurlburt's award-winning plan for a couple in crisis. |
Advisor's
Edge Magazine, December 2003 |
BEST
KEPT SECRET
Business owners and self-employed clients should consider
a health and welfare trust to augment a group benefit plan
or as stand-alone coverage. |
Advisor's Edge Magazine, June
2004 |
PLANNED
GIVING
A systematic approach to charity maximizes tax advantages.
|
Advisor's
Edge Magazine, September 2004 |
RETIREMENT
ALTERNATIVE
Retirement compensation arrangements can help employers lure
and retain executives and other key employees. |
Advisor's Edge Magazine, February
2005 |
RETHINKING
RETIREMENT
An end to mandatory retirement will change the way advisors
plan for clients’ post-work lives.
|
Advisor's
Edge Magazine, May 2005 |
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Thanks to Advisor's Edge magazine for
permission to link to these archives.
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