A vital lifeline for the disabled – Investment Executive

Although the registered disability savings plan is now three years old, the vast majority of Canadians who are eligible for the program have not made use of it. Joel Crocker, director of planning with the Planned Lifetime Advisory Network,...

Disabled tax breaks a too well-kept secret — Financial Post

 Photograph by: Fotolia, Fotolia

Forced Savings Puts Inertia on Your Side

I came across this article in the Financial Post yesterday- and thought it interesting. In pre-approved withdrawals, people begin to forget about that money and adjust their budgeting to accommodate the $25 less (or whatever the amount is). For...

Calling all people with disabilities and their families!

Family Talks is a PLAN (Planned Lifetime Advocay Network) project which has as its goals: to identify what people’s main priorities and top concerns are for people with disabilities and their families to share information and knowledge by engaging...

site migration in the next couple weeks

I’ve been asked to let you know that PLAN is migrating the blog onto a redesigned www.rdsp.com at some point in the next couple of weeks.  Our technology experts are working hard to make this migration seamless but want...

HRSDC seeks participants for a discussion in Vancouver (September 1st)

Human Resources and Skills Development Canada is holding two discussion groups about communication materials the government is developing that will provide information about services for eligible Registered Disability Savings Plan (RDSP) applicants. They are seeking parents and legal guardians...

Being disabled does not mean living in poverty – planning for my son’s future

By Matthew Quetton, CEO, PLAN Truthfully, I am terrible with money; great at spending it, terrible at saving it. When I met with a financial planner for the first time last year I realized just how much I was...

Transfers to another financial institution – download form

People continue to ask us about transfering their RDSP to another financial institution.  We provided an update in January and promised to post the “transfer form” when it became available.  The transfer form was completed in May – one...

Announcing our new “Step-by-Step” guide – Free Download!

PLAN’s new  Step by Step Guide (to becoming eligible, opening and managing your Registered Disability Savings Plan) is available now for free download. Just click on the following link:  Step-by-Step Guide With support from the Investor Education Fund, the guide...

Payments – Our latest explanation!

Hopefully you don’t go to sleep at night wondering how to explain payments from RDSPs. We do!!! It would be easy to take the attitude – “It’s complicated.  I’ll learn it when I need to.”  At PLAN, we don’t...