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Category: health benefits

Retirement Planning for Business Owners – Checklist

April 1, 2022Blog, Business Owners, corporate, health benefits, Life Insurance, Long Term Care, pension plan, RRSP, Tax Free Savings Accountbusiness owners, retirementRosetta Springer

As a business owner, one of your challenges is learning how to balance between reinvesting into the business and setting money aside for personal savings. Since there are no longer employer-sponsored pension plans and the knowledge that retirement will come eventually, it’s important to have a retirement plan in place.

We’ve put together an infographic checklist that can help you get started on this.

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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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10 Essential Decisions for Business Owners

November 1, 2020Blog, Business Owners, Estate Planning, financial advice, Financial Planning, Group Benefits, health benefits, Insurance, Investment, taxbusiness ownersRosetta Springer

Business owners are busy… they’re busy running a successful business, wearing lots of hats and making a ton of decisions. We’ve put together a list of 10 essential decisions for every business owner to consider.

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Insurance Planning for Business Owners

July 6, 2020Blog, Business Owners, Buy Sell, corporate, Disability Insurance, Group Benefits, health benefits, Insurance, Life Insurance, Travel InsuranceRosetta Springer

For business owners, making sure your business is financially protected can be overwhelming. Business owners face a unique set of challenges when it comes to managing risk. Insurance can play an important role.

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Insurance Planning for Young Families

June 2, 2020Blog, Disability Insurance, Family, health benefits, Insurance, Life Insurance, Travel InsuranceRosetta Springer

For young families, making sure your family is financially protected can be overwhelming, especially since there’s so much information floating online. This infographic addresses the importance of insurance- personal insurance.

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Retirement Planning for Employees

August 11, 2019Blog, Family, health benefits, Life Insurance, Retireesemployees, retirementRosetta Springer

Retirement Planning for Employees

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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

  • TFSA versus RRSP – What you need to know to make the most of them in 2023
  • 2023 Financial Calendar
  • 2022 Year End Tax Tips and Strategies for Business Owners
  • 2022 Personal Year-End Tax Tips
  • Keep On Track With Your Christmas Spending

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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

  • TFSA versus RRSP – What you need to know to make the most of them in 2023
  • 2023 Financial Calendar
  • 2022 Year End Tax Tips and Strategies for Business Owners
  • 2022 Personal Year-End Tax Tips
  • Keep On Track With Your Christmas Spending

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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