Celebrate With Us!
This month we celebrate the anniversaries of three special team members. Though you could not be there in person with us, we would like to share this milestone with you. Maria Ioannou: Maria joined the Rothenberg team fresh out of university with her degree in finance not yet dry. She quickly demonstrated a thorough understanding of […]
Sudden Prosperity and How NOT to Handle It
Have you read on occasion, like I have, of how an individual wins a few million dollars through some kind of lottery draw? Or maybe it’s a group of people sharing a lottery ticket and dividing up a 100 million or more? What about the lucky man or woman, who inherits a million dollars unexpectedly from […]
Annual Pension Income Tax Credit
Age 65 or older in 2017? Take advantage of the $2,000 annual Pension Income Tax Credit. The pension income amount allows you aged 65 + to claim a federal non-refundable tax credit on up to $2,000 of eligible pension income. If you don’t have a pension plan at work, there are ways to create pension […]
Holiday Season Traditions
The holidays light up the darker and colder season of the year, when many spend less time outdoors and more time “cocooning” with family and friends. Many have a holiday season tradition – here are a few of ours: The gratitude jar– During the month of December, every night at dinner everyone writes on a […]
Registered Education Savings Plan (RESP)
Your bundle of joy has arrived! Or perhaps you are the Grandparent, Aunt, Uncle, or Sibling! What better way to show your love and attention towards this child than helping to save for his/her education. A Registered Education Savings Plan (RESP) is a government sponsored savings program that helps you save for a child’s post-secondary […]
Mutual Funds vs. Individual Stocks
Let me begin by saying, the following will be easy to understand, and I’m sure each of you will feel more confident as to how to proceed with your own portfolio. Imagine a mutual fund as a big empty round barrel. Standing next to the barrel are individuals (1 – 10 approximately, depending upon the fund) […]
Why Do I Need Life Insurance?
When I first started my career, it began as a salesman, selling life Insurance products. Wow, I remember what Woody Allen said: “What’s worse than death – being stuck in an elevator with a life Insurance salesman”. Not very flattering or image boosting. However, I prevailed and I recall my first client death experience very […]
Things to Think About When Choosing an Investment Advisor
What a scary undertaking! Meeting someone for the first time, that you have to open up to. Sharing your success or failure up to this point in your life. Revealing your inner dreams of where you want to be down the road. It’s almost like becoming naked on a first date. It is so intimidating […]
The Rothenberg Story – How it All Started
Once upon a time, there was a young man who thought he was very old, at age 34. All of his life he dreamed of being a success. Marrying at the very young age of 21, he was determined to provide for his wife and future family. He worked long hours and very hard as a salesman for […]
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