T.A.S.K. is now available!

Purchase Peter Merrick's new book "T.A.S.K. - The Trusted Advisor's Survival Kit"!



Read about the important trusted advisors who contributed to Peter Merrick's new book.



Also, check out Peter Merrick's first book "The Essential Individual Pension Plan Handbook"
SUCCESS LIBRARY

It is our pleasure to provide these needed resources found within the Success Library in PDF format. Our aim is to unleash these onto the World Wide Web so these Financial Quirks, Loopholes and Trends will spread through the population like idea viruses. Our aim is to empower ordinary North Americans to achieve for themselves wealth preservation, tax minimization, creditor protection, wealth accumulation and wealth distribution. We invite you to feel free to take these articles from the Success Library and pass them on to your accountant, financial advisor, lawyer, family, friends and associates, who you believe will find value in having this information. Or you have our permisssion to link to this webpage on your own website so others can view this information here. All we request from you in return is if you find value in the information you obtain from any of these insights, that you share your comments and thoughts with us.

All the best!

Peter J. Merrick, BA, FMA, CFP, TEP, FCSI
President
MerrickWealth.com


These articles are intended for information only!
No explicit or implicit permission has been given for these Success Library articles to appear in any form in a media publication or in any non-profit or for-profit medium or publications without the proper citation given to the sources of these articles to MerrickWealth.com. If you wish to enquire how you can obtain permission to reprint any of these Success Library articles for your publication please contact us at info@merrickwealth.com.

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Articles by Publication
Click here to view articles by date.


The Bottom Line

Competitors Innovate to Woo Your Clients
By: Peter J. Merrick
The Bottom Line

Don't Sell For Tax Loss Just at Year End
By: Peter J. Merrick
The Bottom Line

Don't tiptoe around this "taboo" topic
By: Peter J. Merrick
The Bottom Line

Locking in mortgage an inflation hedge
By: Peter J. Merrick
The Bottom Line

Own your house sooner while paying less taxes
By: Peter J. Merrick
The Bottom Line

More options for parents of disabled
By: Peter J. Merrick and Ken Pope
The Bottom Line

When time is right for private equity?
By: Peter J. Merrick & James Sbrolla
The Bottom Line

Ex-employees leave money on table
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Bottom Line

More articles from The Bottom Line »



CA Magazine

Individual Pension Plans
By Peter J. Merrick, BA, FMA, CFP, FCSI
CA Magazine

Catch The IPP Wave
By: Peter J. Merrik, BA, FMA, CFP, FCSI
CA Magazine


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Canadian HR Reporter Journal

Individual, perk-filled pension plans
By Peter J. Merrick, BA, FMA, CFP, FCSI
Canadian HR Reporter Journal

Ending pension discrimination against your organization's MVPs
By:Peter J. Merrick, BA, FMA, CFP, FCSI
Canadian HR Reporter Journal

Another Option For Retirement Savings
Another option for retirement savings
By Peter J. Merrick, BA, FMA, CFP, FCSI
Canadian HR Reporter Journal

CCRA could find that your independent consultants are actually your employees: how your company is not left with the tax bill
By Peter J. Merrick, BA, FMA, CFP, FCSI
Canadian HR Reporter Journal

The ABC's of Severance Packages: Is Your Company Prepared?
By Peter J. Merrick, BA, FMA, CFP, FCSI
Canadian HR Reporter Journal

Rising Healthcare Expenses Have Employees Grappling What to Do With Benefit Plans
By Peter J. Merrick, BA, FMA, CFP, FCSI
Canadian HR Reporter Journal

Financial planning should be core benefit
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Canadian HR Reporter Journal

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Canadian Business Franchise Magazine

Successful Family Succession Planning
By: Peter J. Merrick, BA, FMA, CFP, FCSI
Canadian Business Franchising Magazine

Risk Management: Disability Insurance
The most important point in the disability contract is the definition of disability
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Canadian Business Franchise Magazine

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The Canadian Funeral Director Magazine

The Trustee you can't trust
By: Peter J. Merrick, BA, FMA, CFP, FCSI
& Charles L.Stanley CFP, ChFC, AIF
The Canadian Funeral Director Managazine

Is there a process for selling your funeral service business?
By: Peter J. Merrick, BA, FMA, CFP, FCSI
The Canadian Funeral Director Managazine

Change, change, change...Will it ever end?
By: Peter J. Merrick, Charles Standley
The Canadian Funeral Director Magazine

What you need to know about Life Insurance - dispelling the public misconceptions!
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Canadian Funeral Director Magazine

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Canadian Money Saver

Financial Planning for Business Owners
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Canadian Money Saver

10 Credit - Proofing Business Strategies
By:Peter J. Merrick, BA, FMA, CFP, FCSI
Canadian MoneySaver

Individual Pension Plans: A Rich Man's RRSP
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Canadian MoneySaver

Employee Profit Sharing Plans
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Canadian MoneySaver

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Computer World Canada

Read This Article Before Becoming An Independent Consultant
By Peter J. Merrick, BA, FMA, CFP, FCSI
Computer World Canada

Stock Options Still A Viable Alternative
By Peter J. Merrick, BA, FMA, CFP, FCSI
Computer World Canada


Lawyers Weekly

Backlogs Cause Canada To Lose Thousands Of Business Class Immigrants: Part 1
By Peter J. Merrick, BA, FMA, CFP, FCSI
Lawyers Weekly

Backlogs Cause Canada To Lose Thousands Of Business Class Immigrants: Part 2
By Peter J. Merrick, BA, FMA, CFP, FCSI
Lawyers Weekly

Include a Financial Plan with Seperation Agreements
By Peter J. Merrick, BA, FMA, CFP, FCSI
Lawyers Weekly

Individual Financial Plan Should Be Core Benefit
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Lawyers Weekly

Retirement Compensation Arrangements Part 1
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Lawyers Weekly

Retirement Compensation Arrangements Part 2
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Lawyers Weekly

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The Ontario Dental Magazine

Financial and Tax Tips for Dentists
Tax-saving ideas available to certain professionals
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Ontario Dental Magazine

Fees
Investing large sums of money or just dabbling in the TSX, it matters how one pays for financial advice
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Ontario Dental Magazine

Giving Your Employees Their Due
By: Peter J. Merrik, BA, FMA, CFP, FCSI
The Ontario Dental Magazine


Professional Referrals

21st Century Cost Containment for Rising Group Insurance Premiums
By: Peter J. Merrik, BA, FMA, CFP, FCSI
ProfessionalReferrals.ca

Employee Profit Sharing Plans Often Overlooked
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Professionalreferrals.ca

Raising Money Without Giving Up Ownership
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Professionalreferrals.ca

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The Bay Street Times

Social Responsible Investing: 20% of the population are demanding it!
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Bay Street Times

Managing Your Money Well: The 12 Blunders Canadians Make With Their Money
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Bay Street Times

The Work Manifesto For The 21st Century: New Rules For The New Economy
By Peter J. Merrick, BA, FMA, CFP, FCSI
The Bay Street Times


Miscelaneous Publications

T.A.S.K
Peter Merrick
Butterworths

Tax Loss Selling
By Evelyn Juan
Dow Jones Newswires

Making the budget work for you
By Evelyn Juan
Dow Jones Newswires

Fitting An RDSP Into a Fincl Plan
By Evelyn Juan
Dow Jones Newswires

2008 Sales Compensation and Benefits
Canadian Professional Sales Association

Life after RRSPs
By Jim Carr
SPA Canada Magazine

The Pension Problem - are defined benefit pension plans safe?
By: Peter J. Merrik, BA, FMA, CFP, FCSI
HR Professional

Individual Health & Welfare Trust
By Peter Merrick, BA, FMA, CFP, FCSI
MD Canada Magazine

Top 14 Financial & Tax Year-End Planning Ideas
Financial management for dental practices
By: Peter J. Merrik, BA, FMA, CFP, FCSI
Dental Practice Management

Pension Liability: Capital Accumulation Plans
By Peter J. Merrick, BA, FMA, CFP, FCSI
Lexisnexis

More articles »

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