The Personal Financial Planner's Manual™
Summary of Contents of Update 49


February 2007

Section-Chapter
2-3. Lifestyle Expenditures
  This Chapter has been updated to include the latest statistics on household expenditures from Statistics Canada and on the Consumer Price Index.
 
2-4. Mortgage & House Strategy
  This Chapter has been updated for the housing price survey from Royal LePage, and rates for housing starts and interest rates.
 
3-4. Provincial Budgets
  This Chapter includes the 2007 provincial tax rates and credits, and the 2007 provincial budgets presented to date.
 
3-6. Corporations
  This Chapter has been updated for the changes in the corporate income tax rates, small business deduction and corporate dividends.
 
7-2.. Government-Sponsored Retirement Income Programs
  This Chapter has been updated for the 2007 benefit and contribution rates.
 
7-3. Registered Retirement Savings Plans and Registered Retirement Income Funds
  This Chapter has been updated for the 2007 benefit and contribution rates.
 
7-6. Pension Adjustments, Locked-In Funds, & Transfers between Registered Plans
  The examples in this Chapter have been updated for 2007 and the elimination of the requirement in the Federal Pension Benefit Pension Legislation to purchase a life annuity with a life income fund had been noted.
 
7-8. Investment Planning
  This Chapter has been updated for availability of gold and silver as eligible investments for a registered plan.
 
9-1. Quick Reference
  The Chapter has been updated for the 2007 federal income tax factors, prescribed interest rates, Canada Pension Plan rates, OAS benefits, and the latest statistics on the Consumer Price Index.
 
9-2. Economics
  The Chapter has been updated to include the latest statistics on key economic indicators.
 

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