Kurt Rosentreter: eNewsletters

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.

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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 …

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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 …

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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 …

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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 …

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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 …

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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.  …

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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 …

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Team Newsletter, July 2019

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.

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Team Newsletter, June 2019

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, …

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Kurt Rosentreter Tax Planning Tips Q2 2019

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 …

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Writing

Happy Federal Budget Week!

As a follow-up to the release of the 2019 Federal Budget, Kurt provides a short summary on the key points that may affect you.

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The Chief Economists Speak!

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 …

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Team Newsletter, February 2019

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Team Newsletter, January 2019

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Kurt Rosentreter Tax Planning Tips Q4 2018

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Team Newsletter, November 2018

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Fourth Quarter Update: 2018

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Tax Planning Tips Q3 2018

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Tax Planning Tips Q2 2018

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Tax Planning Tips May 2018

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How to Kill a Robo-Advisor

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Explore the Benefits of Using an Independent Brokerage

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2017 Year End Tax Planning Tips

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2017 Tax Planning Tips Fourth Quarter

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Re-thinking Owning Life Insurance Inside a Corporation

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Third Quarter Overview

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The Value of an Advisor Was Never About Products

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Federal Liberal Government Proposes Drastic Income Tax Rule Changes for the Self Employed in Canada

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The Audi Generation and How It Will Ruin Retirement for Boomers

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