Second Quarter 2021 Tax Planning Tips
Tax Tickler…some points to consider…
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May 2021 Newsletter from Kurt and Team
Annual General Meeting for Berkshire Hathaway, COVID-19 pandemic has impacted the insurance industry, Federal Budget, ESG investing, Lost or Unclaimed Financial A ssets, House Sales Activity
Following the 70-per-cent income rule could mess up your retirement plans
Kurt was interviewed in The Globe & Mail to talk about how excessive investment in your principal residence may affect your ability to retire with the cash flow you wish to have. Read more.
March 2021 Newsletter From Kurt And Team
Calculating capital gains for US stocks, Taxation of cryptocurrencies, RESP withdrawals and taxation, Over-contributed to your RRSP?, Personal Tax Returns – Filing, Payment Deadlines & Penalties, High-interest savings, History of the Canada Revenue Agency
February 2021 Rosentreter Team Newsletter
Tired of GICs at Low Rates?, RRSP Deadline, Things to consider before completing your RRSP contribution, Individual and group RRSPs, Tax Slips, RRSP and Home Buyer’s Plan…
First Quarter 2021 Tax Planning Tips
Tax Tickler…some points to consider…
The 2021 Economic Forum Presented by the Top Canadian Economists
Every year the Economic Club of Canada interviews the chief economists from the big banks in Canada regarding their financial predictions for the year ahead. We had the pleasure of sitting in this forum again in early January 2021 alongside hundreds of money managers, bankers, advisors, economists, and others.
Fixed Income Alternatives for the “Safe” Money in your Investment Portfolio
It’s not the stock market you need to worry about…
Financial Strategies for 2021 from Kurt and Team
Top Five Financial Housekeeping Items for January 2021, 2021 Financial Planning Topics, Inventor of the “4% Rule”, COVID-19 Travel Coverage, 2021 TFSA Contributions
That brief market plunge in March has served up a wealth of 2020 hindsight
Kurt was interviewed by The Globe & Mail to discuss lessons learned as an investor in the ups and downs of pandemic investing in 2020. Read more.
