Kurt Rosentreter: eNewsletters

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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How Will you Manage the Gap?

Kurt outlines an issue that many overlook – the adjustment to decreased income during retirement. Without a defined benefit pension, planning early is your only …

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Financial Planning for Children

Kurt breaks down by age group, the important financial lessons that children should learn to guide them to financial stability later in life.

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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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Writing

Life at Age 50

An article by Kurt about the importance of goal based financial planning, and the difficulty in managing the convergence of life’s “big three” financial goals at age 50.

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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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Inter-Generational Planning: Strategies & Sensitivities to Leaving Wealth to Your Heirs

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The Audi Generation and How It Will Ruin Retirement for Boomers

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Fourth Quarter 2015 Tax Planning Tips

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2016 Tax Planning Tips Second Quarter

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