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Category: Retirees

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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6 Steps to Retirement Success

August 5, 2020Blog, Business Owners, Family, Investment, Retirees, RRSP, Tax Free Savings AccountRosetta Springer

Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success. Talk to us about a complimentary comprehensive review of your retirement plan.

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Comparing TFSAs and RRSPs – 2020

January 30, 20202020 Only, Blog, Family, individuals, Investment, Retirees, RRSP, tax, Tax Free Savings AccountRosetta Springer

We examine the difference between RRSP and TFSA in the deposit and withdrawal stage.

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2019 Tax Tips for Employees

November 22, 20192019 Only, Blog, Estate Planning, Family, individuals, Investment, Retirees, RRSP, tax, Tax Free Savings AccountRosetta 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.

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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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Estate Planning for Retirees and Mature Families

July 22, 2019Blog, Estate Planning, Family, Retireesestate planning, family, family dynamicsRosetta Springer

What happens when the children grow up and they are no longer dependent on their parents? Estate planning for mature families and retirees can bring up a number of issues including family dynamics and harmony.

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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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2018 Financial Calendar

September 1, 2018Blog, Family, individuals, Investment, mortgage, pension plan, Retirees, RRSP, tax, Tax Free Savings AccountRosetta Springer

Financial Calendar for 2018 – All the deadlines you need to know to maximize your benefits!

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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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