Rothenberg Blog

Online tax software is budget-friendly and time-efficient, but depending on the complexity of your situation, hiring a tax professional may be preferable. The official deadline to file your Canadian personal income tax return for 2020 and pay any taxes owed to the Canada Revenue Agency (CRA) is April 30, 2021.   For Quebecers only: You can […]

When people move out of their home, it is usually after they have tried remaining at home – at times with assisted living care – and have reached a point where this solution no longer works. In some cases, home care lasts only for a limited time due to changes in the senior’s health condition […]

Your savings, possessions and property form your estate. Estate planning allows you to decide in advance who receives what, and to establish a financial plan to minimize taxes upon your death. An important part of estate planning includes funeral and burial instructions and your wishes regarding medical interventions.

Many seniors and others in need do not feel ready to leave their home for an institutional setting but do need support to remain at home.

As the school year kicks into full gear, it is a good time to discuss the best practices relating to Registered Education Savings Plans (RESPs). First, let’s go over the basics!

Having a balanced portfolio can help make portfolios more risk resistant and allow them to succeed in numerous market cycles. Bonds are one of the most valuable tools investors have to diversify and balance their portfolio.

When new prospects come to see us, they typically ask about our rate of return assumptions when projecting their financial success in retirement.

We are here to provide you with a checklist to ensure you get the most out of tax credits, deductions, and benefits. But first, we want to get more in depth about tax loss selling.

Have you noticed that in the investment industry there are so many acronyms and terms you have never heard of?