Overcoming Barriers to Retirement
At all stages leading up to retirement—from decades to mere years and months before—we may worry if we are going to be able to retire comfortably. …
Debt Free … Forever?
Being debt-free can seem like a pipe dream. However, it is possible. A lot of progress can be gained step by little step. It is important to just…
The Importance of Understanding CPP Survivor Benefits
The Canada Pension Plan (CPP) is one of the core components of Canada’s retirement income system and can provide a significant income to a CPP surv…
Why Clients Trust Us
At Rothenberg Capital Management, we are proud and grateful for the trust our clients put in us. We believe there are many reasons that we have ear…
The 4-Rs of Investments: Review, Rebalance, Refresh, Rothenberg
These 4-Rs will help you stay on track to reaching your investment goals!
It’s the beginning of a New Year and your investments shoul…
Cheers and Fears for Investors in 2018
There’s reason for investor optimism in 2018 — as long as it’s tempered with caution. That message comes from Nigel Green, founder and chief execut…
A Handy List to Ensure You Claim the Most Common Tax Credits, Deductions and Benefits
Pension income splitting — Those who receive a pension may be eligible to split up to 50% of eligible pension income with a spouse
Guaranteed incom…
TFSA and RRSP New Contribution Amounts
Tax Free Savings Accounts
You’ve heard about the TFSA but what is it?
Well, first of all it’s not just a savings account. Think of a tax-fre…
A Hidden $2,000 Gem…
The Annual Pension Income Tax Credit.
The pension income amount allows a taxpayer to claim a federal non-refundable tax credit on up …
