Info-packed, free of charge, and ready to download
Over time, Fiscal Agents has authored a number of publications packed with useful information. Our most popular are available on this page - free of charge and ready to be sent to you. Simply use the 'Download this publication' buttons alongside each book and we'll send you a digital PDF copy directly.
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Every month we feature a publication from this page, as well as provide current rates and hand-picked topical articles. We invite you to learn more about our newsletter features, view past issues, and perhaps subscribe.
Every month we feature a publication from this page, as well as provide current rates and hand-picked topical articles. We invite you to learn more about our newsletter features, view past issues, and perhaps subscribe.
General Interest publications
Our Featured Publication
Estate and Planning Organizer
Household Directory of Documents
A useful tool for anyone who understands the importance of keeping clear and concise records that, when completed, will be invaluable to you, your family members and loved ones, as well as to the executors of your estate. Click here to learn more about the Organizer.
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Related content from our Video Gallery
Join Fiscal Agents principal director David Newman in this introduction of the Estate and Planning Organizer - a free downloadable publication, providing a place to keep all of your records and personal information in one secure location.
Financial Independence Checklist
Experience has shown there are six key principles to financial independence. Those who adhere to them are more likely to succeed. Those who don’t jeopardize their chances at financial independence. In this document we describe the six principles in detail, and provide a brief explanation on how you can apply them to your situation.
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Planning for your children's future
In today's hectic world, planning plays an important role in the way we live our lives. From major decisions to relatively minor issues, planning is what makes our lives run smoothly. We often put off tackling the chore of making the most important choices: Planning for our future and the futures of our children.
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Retirement Planning
Financial planning your Retirement
How do you get started?
No matter what your age or stage of life, you should have some form of financial plan for retirement. It’s said that financial planning for retirement should be a career long process, and the longer you are able to set money aside for retirement, the more compound interest will work for you.
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Jargon Buster
Glossary of Financial Terms
Designed for both the finance professional and the money market novice, with over 1200 concise definitions of relevant terms used in the financial industry, the Jargon Buster touches on almost every facet of finance, investment and savings in a manner that is clear and easy to understand.
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Incapacity
Planning ahead helps
Accidents and aging are a part of life. Like an up-to-date will, a power of attorney is an important tool in financial and estate planning. Planning ahead in case of serious disability or health problems allows decision-making relating to property or personal care to proceed without unnecessary disruption.
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Estate Planning
Related content from our Video Gallery
In this segment, Linda and David review free publications for download on FiscalAgents.com - from estate planning guides, personal information organizers and more.
Why You Need an Estate Plan
10 Simple Steps
Getting started with Estate Planning can seem like a daunting task. Inside this document you'll find the process broken down into steps - from selecting professionals to hire, setting up a balance sheet, understanding the role of insurance and more.
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Estate Matter: The Place to Start
A Prudent Canadian’s Guide to Estate Planning
For most people, estate planning is a difficult subject to discuss and to plan for, because it forces us to come to terms with our own mortality. Yet it is something you need to discuss openly with your loved ones today, because you can't do so after you're gone.
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Estate Planning - Being an Executor
What are your responsibilities and obligations?
Being named as an executor of an estate is a big undertaking requiring a considerable amount of time and knowledge. You have been entrusted to handle the financial affairs of the deceased in their absence and owe it to them to make sure you know what is required of you.
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