Rothenberg Blog

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 […]

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 […]

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.

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 […]

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.

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.

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?

There are a lot of things to take into consideration when you’re leaving the country for an extended period of time.