Kurt Rosentreter: eNewsletters

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, …

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 …

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

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

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.

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 …

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.

[pdf-embedder url=”https://kurtismycfo.com/wp-content/uploads/2018/10/2018-Tax-Planning-Tips-Q3-2.pdf” title=”2018 Tax Planning Tips Q3″]

[pdf-embedder url=”https://kurtismycfo.com/wp-content/uploads/2018/10/2018-Tax-Planning-Tips-Q2.pdf” title=”2018 Tax Planning Tips Q2″]

[pdf-embedder url=”https://kurtismycfo.com/wp-content/uploads/2018/10/2018-Tax-Planning-Tips-MAY.pdf” title=”2018 Tax Planning Tips – MAY”]

[pdf-embedder url=”https://kurtismycfo.com/wp-content/uploads/2018/10/How-to-Kill-a-Robo-Advisor.pdf” title=”How to Kill a Robo-Advisor”]

[pdf-embedder url=”https://kurtismycfo.com/wp-content/uploads/2018/10/Explore-the-Benefits-of-Using-an-Independent-Brokerage.pdf” title=”Explore the Benefits of Using an Independent Brokerage”]

[pdf-embedder url=”https://kurtismycfo.com/wp-content/uploads/2018/10/2017-Year-End-Tax-Planning-Tips.pdf” title=”2017 Year End Tax Planning Tips”]

[pdf-embedder url=”https://kurtismycfo.com/wp-content/uploads/2018/10/2017-Tax-Planning-Tips-Fourth-Quarter.pdf” title=”2017 Tax Planning Tips Fourth Quarter”]

[pdf-embedder url=”https://kurtismycfo.com/wp-content/uploads/2018/10/Reasons-Why-You-Should-NOT-Buy-Life-Insurance-Inside-a-Corporation.pdf” title=”Reasons Why You Should NOT Buy Life Insurance Inside a Corporation”]

[pdf-embedder url=”https://kurtismycfo.com/wp-content/uploads/2018/10/Third-Quarter-Overview.pdf” title=”Third Quarter Overview”]

[pdf-embedder url=”https://kurtismycfo.com/wp-content/uploads/2018/10/The-Value-of-an-Advisor-Was-Never-About-Products.pdf” title=”The Value of an Advisor Was Never About Products”]

[pdf-embedder url=”https://kurtismycfo.com/wp-content/uploads/2018/11/Federal-Liberal-Government-Proposed-Drastic-Income-Tax-Changes.pdf” title=”Federal Liberal Government Proposed Drastic Income Tax Changes”]

[pdf-embedder url=”https://kurtismycfo.com/wp-content/uploads/2018/11/Inter-generational-Planning-Strategies-2017-by-KR.pdf” title=”Inter-generational Planning Strategies 2017 by KR”]

[pdf-embedder url=”https://kurtismycfo.com/wp-content/uploads/2018/11/The-Audi-Generation-and-How-It-Will-Ruin-Retirement-for-Boomers.pdf” title=”The Audi Generation and How It Will Ruin Retirement for Boomers”]

[pdf-embedder url=”https://kurtismycfo.com/wp-content/uploads/2018/11/2015-Tax-Planning-Tips-Fourth-Quarter.pdf” title=”2015 Tax Planning Tips Fourth Quarter”]

[pdf-embedder url=”https://kurtismycfo.com/wp-content/uploads/2018/11/2016-Tax-Planning-Tips-Second-Quarter-.pdf” title=”2016 Tax Planning Tips Second Quarter”]

[pdf-embedder url=”https://kurtismycfo.com/wp-content/uploads/2018/11/2016-Tax-Planning-Tips-First-Quarter-.pdf” title=”2016 Tax Planning Tips First Quarter”]

[pdf-embedder url=”https://kurtismycfo.com/wp-content/uploads/2018/11/TaxAlert2016No14.pdf”]

[pdf-embedder url=”https://kurtismycfo.com/wp-content/uploads/2018/11/Retirement.pdf”]