2020 First Quarter Market Update
In this market update, Kurt provides a brief summary of what the market experienced in 2019 and what we can look forward to in 2020.
Kurt eNewsletters
Team Newsletter, January 2020
Happy New Year! With this edition of our team’s newsletter, we waste no time in getting right down to the important aspects of your finances to pay attention to early in the year. Topics include: TFSA Contributions & Limits, Income Splitting, RRSP Contributions, Setting Goals, Insurance Coverage, and Leading Indicators.
Kurt Rosentreter 2019 Year-End Tax Tips
Happy Holidays! In this edition, Kurt provides a detailed list of 2019 Year-End Tax Tips and 2019 Remuneration.
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 …
How to Kill a Robo-Advisor | Why People are Coming back to Personal Financial Advisors Read More »
Kurt Rosentreter Tax Planning Tips Q4 2019
Fourth Quarter Tax Tips include the following topics: Taxable Benefits, Property Flipping, Unclaimed Bank Deposits, Protecting Your Tax Information, and Trusts for Disabled Beneficiaries.
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 …
The 10 Financial Mistakes Most Dentists Make And How To AVOID Them Read More »
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. …
Financial Planning for Your Children | At Any Stage of Life Read More »
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 »
