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.
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. …
Financial Planning for Your Children | At Any Stage of Life Read More »
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. …
Your Ugly Financial Reality at Age 50 – Retirement Strategy for Canadians Read More »
Thirty years ago, retirement planning was easy – you worked until 58, and when your pension kicked in, you faded into the sunset. Today, pensions are gone, 60-year-olds still have mortgages, kids live at home as parents retire and many people feel that they won’t ever have enough saved to retire at all. Join Liz …
Personal Investment Strategies | How Much Do I Need to Retire? (Podcast) Read More »
There are presently thousands of products available for purchase for your Registered Retirement Savings Plan (RRSP) and other investing needs. Exchange-Traded Funds (ETFs) have quickly moved to the forefront for many investors. During this podcast, Liz West and Kurt Rosentreter explain what ETFs are and discuss why they are the product of choice for many …
ETFs for Long Term Financial Prosperity (Podcast) Read More »
If you are the primary income earner for a family that includes dependents and you die, your family will no longer have your income to pay the bills. Life insurance is a safety net that provides money to replace lost income after death. Life insurance can also serve business needs to provide liquidity money on …
Understanding Life Insurance | How to Choose and Purchase Life Insurance (Podcast) Read More »
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 …
How to do Estate Planning | Issues and Solutions (Podcast) Read More »
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 …
Income After Retirement | How Will You Manage the Gap? Read More »
Whether you are considering Registered Education Savings Plans (RESPs) for your children’s future or Registered Retirement Savings Plans (RRSPs) for your own retirement needs, personal investing can be intimidating, confusing and stressful. Join Liz West and Kurt Rosentreter as they discuss six simple steps each of us can take to meet our financial goals.
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 …
Cost of Raising a Child in Canada | Delaying or Killing Your Retirement Plans? Read More »
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Certified Financial Planner professional, Canada
A Certified Financial Planner professional that assists with all aspects of your financial affairs. Toronto Based.
2848 Bloor Street West, Etobicoke, Ontario
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