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info@rosettaspringer.com
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Starting Your Career

I’M STARTING A NEW CAREER, WHAT DO I NEED TO DO?

Starting Your Career
Who
Priorities
Who
  • Age 21 to 34 Years Old
  • Starting your career
  • Finished school
Priorities
  • Pay off debts, student loans, credit cards
  • Establish an emergency fund
  • Start a Budget
  • Pay yourself first: start a regular savings plan
    • Downpayment for a home
    • Save for large purchases: such as car,
    • Start saving for your retirement
  • Review your benefits from work including your health and disability benefits.
Learn More

Latest News

Business Owners: 2019 Tax Planning Tips for the End of the Year

November 28, 2019Rosetta Springer

If your corporate year end is December 31, it’s a great time to review your business finances. With the federal election over and no major business tax changes for this year, 2019 is a good year to make sure you are effectively tax planning. Please keep in mind that your business may be affected by the recent tax on split income (TOSI) and the passive investment income rules given they came into effect in 2018. These rules can be complicated, please don’t hesitate to consult us and your accountant to determine how this can affect your business finances.

2019 Tax Tips for Employees

November 22, 2019Rosetta Springer

Now that we are nearing year end, it’s a good time to review your finances. With the federal election over and no major tax personal tax changes for this year, 2019 is a good year to make sure you are effectively tax planning.

When and Why You Should Conduct an Insurance Audit

October 31, 2019Rosetta Springer

As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your insurance policy will need frequent re-evaluation to ensure that you are making the most appropriate and financially favorable decisions. Talk to us we can help.

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Life Stages

Starting Your Career

Starting Your Career

Preparing for Retirement

Preparing for Retirement

Growing Families

Growing Families

Retirees

Retirees

Mature Families

Mature Families

Estate Planning

Estate Planning

Contact Us

Springer Financial
Rosetta Springer
Financial Advisor

647-993-8236
info@rosettaspringer.com

707 St. Clair Avenue Suite 520
Toronto, Ontario
M6C 4A1

Latest News

  • Business Owners: 2019 Tax Planning Tips for the End of the Year
  • 2019 Tax Tips for Employees
  • When and Why You Should Conduct an Insurance Audit
  • Group Insurance vs Individual Life Insurance
  • Self Owned vs. Bank Owned Mortgage Insurance

About

Clients are always surprised at the simplicity of my financial solutions. In my experience, the real challenge lies in seeing the big picture and analyzing all the working parts. By delivering an approachable plan, I help my clients clarify the path to their goals. I feel lucky to do this work; I get to help people from all walks of life that are doing well in the world.

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