Team Newsletter, August 2019
Nearing the end of the summer, our team discusses the following topics: The Inverted Yield Curve, The Federal Reserve’s Rate Cut, Real Estate Planning, and RESP Planning.
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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.
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 Tax Credits for Saunas and Hydrotherapy Pools, Old Age Security Deferral, and Shared Custody of a Child.
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 answer.
Kurt Rosentreter Tax Planning Tips Q1 2019
The latest tax tips from Kurt Rosentreter on topics such as Childcare Costs, Travel Expenses for your Commute, Federal Carbon Tax, and the recent changes made to CPP.
Financial Planning For Children
Kurt breaks down by age groups, the important financial lessons that children should learn to guide them to financial stability later in life.
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 Chief Economists from Canada’s largest banks, Kurt provides us with his key takeaways.
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.
Life at Age 50: An Ugly Financial Reality is the New Mid-Life Crisis
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.
Team E-Newsletter February 2019
The Upper Canada Capital team shook off the frost from a chilly February to provide information on the following topics: Deciding Between RRSP Contributions or Paying Down your Mortgage, Choosing Between your RRSP or TFSA, Overcontribution Penalities, Calculating your RRSP Contribution, The Home Buyers’ Plan, and What You Need to Know about Spousal RRSPs.
