Rothenberg Blog
Rothenberg Wealth Management Supports the Calgary Interclub Squash Association as Title Sponsor
Learn about our sponsorship of the Calgary Interclub Squash Association’s Men’s Squash League.
Taxes and Investment Income Calculator
Find out your tax liability on various types of investment income and the potential amount you could retain.
Homeownership might be closer than you think: A Look at the New Tax-Free First Home Savings Account (FHSA)
Eligible Canadians can contribute up to $8,000 each year to an FHSA up to a lifetime contribution limit of $40,000 to help them buy their first home. Purchasing a home is an important decision that requires careful financial planning. Fortunately, there is a specialized tool designed to help Canadians save tax-free towards their goal of […]
Telltale Signs of Email Phishing Scams
Learn the signs to look out for in email phishing scams so you can safeguard your confidential financial and personal information. Phishing emails are a regular tactic used by cyber criminals to steal your personal information, such as your online banking login credentials. Some red flags are easy to spot and will quickly alert you to […]
Smart Strategies to Manage University-Related Costs for Families with Multiple Children
Between tuition and other-related expenses, post-secondary education, especially during these times of high inflation, can be a significant financial burden on families with multiple children. What are some smart strategies to manage these costs? Our experts suggest some options. The rising expense of post-secondary education, at a time when inflation is skyrocketing and other areas […]
How does inflation impact my retirement plans and savings?
With inflation at a nearly 40-year high, you might be worried about what it means for you retirement. In this article, we go over some things you can expect, whether you’re in the process of planning for retirement or are already retired. You may have noticed a spike in certain expenses recently, such as your […]
Reverse Mortgage – The Good, The Bad, and The Conclusion
Using home equity as retirement income can be an interesting option for retiring Canadian baby boomers who have benefited from strong real estate markets over the past two decades.