An Interview With a Financial Advisor
Kurt was featured in a recent article on Common Cents Investing answering some questions about financial advice, the financial service industry, and interest rates. (Link no longer available)
Should parents pay for their child’s university or college costs? – Globe and Mail
Kurt was featured in a recent Globe and Mail article discussing Canadian parent’s role in paying for their children’s post-secondary education costs. Read the full article here: https://www.theglobeandmail.com/investing/personal-finance/young-money/article-should-parents-be-paying-for-their-childs-postsecondary-education/
How to Kill a Robo-Advisor | Why People are Coming back to Personal Financial Advisors
I Won Another Client from a Robo-Advisory Firm. If you follow the financial press in Canada and elsewhere, you have heard that robot- advisory is positioned as the future of financial advice and a better way for consumers to invest their savings. It consists of investment firms using technology to manage investment portfolios, offering some …
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Intergenerational Wealth Planning in Canada the RIGHT Way [Step-By-Step Guide]
We spend a lifetime having dreams, interacting with family, accumulating assets, living with risk, and then we die. This article ties everything together to create a common-sense, low cost, no-fighting and income tax minimized estate plan. Let me talk to you about twenty-five years of helping people take care of the people and causes they …
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Is Permanent Life Insurance a Good Investment? How it can be a Powerful Tax Shelter
Many of us think about life insurance as a product we buy when we have a mortgage or dependents and the insurance payment would provide money during times of catastrophic loss of the person insured. Life insurance protects our loved ones. But were you aware that another form of life insurance called “permanent life insurance” …
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Is the home ownership dream dead for millennials? Globe and Mail Feature
“The aspect of work longer, save more, only goes so far”. I was featured in the recent Globe and Mail article discussing homeownership for Millennials, give it a read and let me know your thoughts. https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-is-the-home-ownership-dream-dead-for-millennials/
The 10 Financial Mistakes Most Dentists Make And How To AVOID Them
In the Kingdom of the Crystal Skull, Indiana Jones had to figure out which stones in a pathway to step on to reach his goal and to avoid falling to his death. Avoiding financial mistakes as a dentist involves making similar judgment calls over a career of 30 years. From my vantage point as a …
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How to Actually Reach Your Financial Goals (Podcast)
Although everyone has financial goals, not everyone can reach theirs. We must take an integrated approach to managing the different components of our finances in order to reach our financial goals and produce the best results. Join Liz West and Kurt Rosentreter as they discuss how to prioritize financial goals to ease decision making.
Financial Planning for Your Children | At Any Stage of Life
When it comes to financial planning for your children, we want to do things the right way. To take care of our children financially when they are young and dependent, guide them as young adults, and transfer our wealth to them when we die in old age and they often have children of their own. …
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Your Ugly Financial Reality at Age 50 – Retirement Strategy for Canadians
Big Spending and Lack of Focus on Financial Goals Catch up with Us Around Middle Age Here is the picture: A couple sits up in bed on a Sunday morning and looks at each other – they are both age 50. “Honey, Mike down the street told me last week he is retiring this year. …
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