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Category: Charitable Gifting

Do you need an estate plan?

July 6, 2021Blog, Charitable Gifting, Debt, Estate Planning, Family, individuals, Life Insurance, RetireesRosetta Springer

Managing your finances raises a number of topics but none as tricky and potentially unpleasant as planning for your family and finances in the event that you pass away or become incapacitated. Understandably, these questions are often ignored by many—but don’t fall into the trap of avoiding these difficult matters. Good estate planning will help to make sure that your wishes are carried out, and your family and assets are well protected.

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Personal Tax Planning Tips – End of 2020 Tax Year

December 2, 20202020 Only, Blog, Charitable Gifting, Coronavirus, Coronavirus - Associates, Coronavirus - Practice Owners, Coronavirus - Retired, Coronavirus - Retiring, Coronavirus - Students, disability, Disability Insurance, Family, financial advice, Financial Planning, health benefits, pension plan, RDSP, Registered Education Savings Plan, RRSP, tax, Tax Free Savings AccountRosetta Springer

To help our clients, we’ve put together a comprehensive article filled with great tips on how to get ready for 2020 tax season. Here’s a summary of our personal tax tips article:

• Details about the different COVID-19 benefits programs and the tax ramifications of them

• Information about family tax issues including the Canada Child Benefits and tips on how to split income.

• Managing investments. Details about contributing to various savings plans such as a TFSA, RESP, or RDSP. Also tips on how and when to donate to charity and how to time the purchase or sale of investments.

• Retirement planning. How to make the most of your RRSP, things to know if you’ve turned 71, and tips on RRIF conversion.

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How to Make the Best of Inheritance Planning

July 1, 2019Blog, Charitable Gifting, Estate Planning, Family, InvestmentRosetta Springer

Inheriting an unexpected, or even an anticipated, lump sum can fill you with mixed emotions – if your emotional attachment to the individual who has passed away was strong then you are likely to be grieving and the thought of how to handle your new-found wealth can be overwhelming and confusing but also exciting. One of the best pieces of advice in this situation is to give yourself some time before making any binding financial decisions. The temptation to quickly put the money to so-called ‘good use’ or to rush out and spend it can be strong but you must allow the news to sink in and also take some time to consider your options before you embark on the process of dealing with the inheritance. In the short term, put the money away in a high interest savings account and take time to research and think carefully about your financial goals and objectives and how this inheritance can help you to secure and maximize your financial future in the best way.

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Charitable Giving

May 1, 2019Blog, Charitable Gifting, taxRosetta Springer

Why do individuals give to charity: Leave a legacy, Essential to organizations, Meaningful tax relief for contributors

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Getting the best from a financial advisor

November 1, 2018Blog, Business Owners, Charitable Gifting, corporate, disability, Estate Planning, Family, Group Benefits, health benefits, individuals, Investment, Life Insurance, Long Term Care, pension plan, Retirees, RRSP, tax, Tax Free Savings Account, Travel InsuranceRosetta Springer

Working with a professional to help you to make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor.

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Recent Posts

  • Federal Budget 2023 Highlights
  • Ontario 2023 Budget Highlights
  • Financial Advice for Business Owners
  • TFSA versus RRSP – What you need to know to make the most of them in 2023
  • 2023 Financial Calendar

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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

  • Federal Budget 2023 Highlights
  • Ontario 2023 Budget Highlights
  • Financial Advice for Business Owners
  • TFSA versus RRSP – What you need to know to make the most of them in 2023
  • 2023 Financial Calendar

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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