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 »
Want to learn more? Read about our Financial planning strategies pre-retirement here.
Want to learn more? Read about our Financial planning strategies post-retirement here.
Want to learn more? Read about our Financial Planning strategies for Millennials here.
Want to learn more? Read about our Financial Planning strategies for those going through a divorce here.
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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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