Kurt eNewsletters

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 »

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 »

This summer’s team newsletter discusses the following topics: Recession Indicators, Money University for Young Adults, Children’s Education Savings, and the Effects of Foreign Currency moves.

This month, our team discusses topics that includes the Risks of Credit Unions, Managing Market Volatility, Planning RESP Withdrawals, the U.S. – China Trade Talks, Rental Property as Income, and Travel Insurance.

As we get into warmer weather, Kurt delivers his tips on such topics as the Home Buyers’ Plan & First-Time Home Buyer Incentive, Medical Expense Tax Credits for Saunas and Hydrotherapy Pools, Old Age Security Deferral, and Shared Custody of a Child.

Back in January, Kurt attended an event hosted by the Economic Club of Canada called, “Ahead of the Curve”. After a night of predictions from Chief Economists from Canada’s largest banks, Kurt provides us with his key takeaways.