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Rothenberg Blog

6 things to do with your tax refund

Are you one of the millions of Canadians set to receive a tax refund this year? If so, you may be wondering how best to use that money.

Middle East Tensions: What Investors Should Know

Recent developments in the Middle East have introduced renewed geopolitical uncertainty into global markets.

Should I Do My Own Taxes or Hire a Tax Professional?

Online tax software is budget-friendly and time-efficient, but depending on the complexity of your situation, hiring a tax professional may be preferable.

Your Year-End Financial Checklist: Maximize Credits, Deductions, and Benefits

As the year draws to a close, it’s the perfect time to review your finances and ensure you’re taking advantage of every opportunity to save. A year-end financial checklist can help you optimize tax credits, deductions, and benefits before the deadline.

New year, new limits, new goals: What 2026 means for your financial plan

As we welcome a new year, it’s the perfect time to revisit your financial goals, take advantage of updated contribution limits, and ensure your long‑term strategy still aligns with life’s evolving priorities.

Investment income compared: dividends, interest and capital gains

When building a portfolio that generates income, Canadian investors often weigh the benefits of dividend-paying investments, interest-bearing assets, and capital gain opportunities.

Potentially lower your taxes with tax-loss harvesting

Taxes are an unavoidable and often significant expense. Discover how tax-loss harvesting can help lower your taxable income and reduce what you owe.

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