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 …
Top Ten Mistakes of New Dentists Breaking into the Industry
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 …
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 …
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. …
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 …
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.
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, …
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 …
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 …
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.
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 …
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.
