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2020 First Quarter Market Update

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.

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Team Newsletter, January 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 …

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Kurt Rosentreter 2019 Year-End Tax Tips

Happy Holidays! In this edition, Kurt provides a detailed list of 2019 Year-End Tax Tips and 2019 Remuneration.

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Team Newsletter, December 2019

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 …

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Kurt Rosentreter Tax Planning Tips Q4 2019

Fourth Quarter Tax Tips include the following topics: Taxable Benefits, Property Flipping, Unclaimed Bank Deposits, Protecting Your Tax Information, and Trusts for Disabled Beneficiaries.

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2019 Third Quarter Update

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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Team Newsletter, September 2019

Like it or not, Autumn is here! In this edition of our monthly newsletter, the Team discusses topics that include: The Introduction of “Essentials Managed …

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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 …

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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.

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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 …

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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 …

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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 …

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