2020 and the Impact of a Pandemic on our Finances: Kurt Rosentreter Before the pandemic, e-commerce, home delivery and ordering online were growing at a steady pace. Global lockdowns accelerated these trends and businesses will need to adapt or die. We may be seeing the slow death of shopping malls.
It’s not the stock market you need to worry about…
Top Five Financial Housekeeping Items for January 2021, 2021 Financial Planning Topics, Inventor of the “4% Rule”, COVID-19 Travel Coverage, 2021 TFSA Contributions
Low Income, Tax Loss Selling, Investment Fees as a Tax Deduction, Charitable Donations, Home Office, RRSP, RESP, RRIF, Home Renovations.
Coronavirus, Cannabis, and the U.S. Election – like it or not, these are the topics we are hearing about in the news and Our Team would like to share our thoughts.
Kurt provides his insight and summary from the Economic Club of Canada’s annual forum where they provide their predictions for the world of finance in the coming year. This forum hosts the chief economists from Canada’s six largest banks.
In this market update, Kurt provides a brief summary of what the market experienced in 2019 and what we can look forward to in 2020.
Happy New Year! With this edition of our team’s newsletter, we waste no time in getting right down to the important aspects of your finances to pay attention to early in the year. Topics include: TFSA Contributions & Limits, Income Splitting, RRSP Contributions, Setting Goals, Insurance Coverage, and Leading Indicators.
The holidays have arrived! In this edition of our team newsletter, we touch on topics that include: Credit Union Due Diligence, Tax Loss Selling, Gift of a RESP, Spousal Financial Planning, RRSP Planning.
As we head into the final months of 2019, Kurt sums up the “need-to-know” market information of the third quarter.
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