Kurt Rosentreter

How to do Estate Planning | Issues and Solutions (Podcast)

Poor estate planning can leave our family members battling over money, property and goods like the artwork on our walls when we are gone. Inadequate estate planning can also result in thousands more in income tax paid at death, leaving our heirs with less. In this episode of Future Forward, Kurt Rosentreter and Liz West …

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Income After Retirement | How Will You Manage the Gap?

In many ways, high-income executives and self-employed professionals in Canada may be facing a tougher adjustment to retirement finances than those in more traditional careers.  When I refer to the “gap”, I mean the difference between your annual income during your career compared to your annual income during your retirement.  Unionized Professions that Still Offer …

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Cost of Raising a Child in Canada | Delaying or Killing Your Retirement Plans?

Our team does a lot of retirement number crunching for Canadians. To be more specific; we do a lot of cash flow forecasting where we show white-collar families what it will cost them to retire. Understanding the cost of raising a child in Canada. Knowing how much they can afford to spend each year in …

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