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Kurt eNewsletters

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 …

Intergenerational Wealth Planning in Canada the RIGHT Way [Step-By-Step Guide] Read More »

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” …

Is Permanent Life Insurance a Good Investment? How it can be a Powerful Tax Shelter Read More »

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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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. …

Your Ugly Financial Reality at Age 50 – Retirement Strategy for Canadians Read More »

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 …

Income After Retirement | How Will You Manage the Gap? Read More »

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 …

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

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