Why Most Retirement Plans Fail?
By: Robert Rothenberg, CFA, CIWM, FCSI
When new prospects come to see us, they typically ask about our rate of return assumptions when projecting t…
Rothenberg Blog
Critical Illness
The magnitude of the relationship between health and retiring early is surprising: around 70% of retired Canadians did not stop working on the date…
How Wealth Management Advisors Help in Volatile Markets
The value of a Wealth Management Advisor is once they got to know you and your personal circumstances and goals, they use their deep knowledge and …
Tips for Good Financial Action Planning
Why Bother with a Written Financial Action Plan?
Financial planning sounds like a big deal, but all it really means is using the tools availab…
Preparing for a Great 2019 with RRSPs and TFSAs
Important Dates in 2019
March 1: Deadline for 2018 RRSP contributions April 30: Individual Filing Income Tax Returns & Instalments June 17…
Caring for Aging Family and Friends
Good News! Since 1950, life expectancy has increased an average of 10.5 years for both men and women in Canada.
But what do we do with that ad…
Overcoming Barriers to Retirement and Retiring Happy
At all stages leading up to retirement—from decades to years to mere months before—we may worry if we are going to be able to retire comfortab…
Six Strategies for Volatile Markets
Key takeaways
Uncertainty is a constant, and downturns happen frequently. But market setbacks have typically been followed by recoveries.
S…
Tax-Loss Selling and Year-End Checklist
Just like last year, we are here to provide you with a checklist to ensure you get the most out of tax credits, deductions, and benefits. But first…
