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info@rosettaspringer.com
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Growing Families

MY FAMILY IS GROWING, WHAT DO I NEED TO DO?

Growing Families
Who
Priorities
Who
  • Age 30 to 44
  • Starting to be established in career
  • Recently married/common-law relationship
  • May have children
  • Recently purchased first home
Priorities
  • Paying off mortgages
  • Establish an emergency fund
  • Staying on Budget (Download our app!)
  • Make a spending plan-short, medium and long term
  • Saving for children’s education
  • Saving for retirement
  • Taking care of the “What-ifs?”
    • Disability
    • Critical Illness
    • Premature Death
  • Make a will
Learn More

Latest News

What’s new for the 2021 tax-filing season?

April 2, 2021Rosetta Springer

Tax season is upon us once again. But since 2020 was a year like no other, the 2021 tax-filing season will also be different. Due to all the changes in both where and how Canadians worked, the Canadian government has introduced some new tax credits and deductions to keep pace with these changes. Our article covers all of the following:
• How to claim home office expenses
• The new Canada Training Credit
• Pandemic emergency funds
• New digital news subscription tax credit

Investing as a Business Owner

March 3, 2021Rosetta Springer

Many business owners have built up earnings in their corporation and are looking for tax efficient ways to pull the earnings out to achieve their personal and business financial goals. We outline the factors to consider when investing as a corporation.

Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients

February 12, 2021Rosetta Springer

Great news for some ineligible self-employed Canadians who received the Canada Emergency Response Benefit (CERB)

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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

  • What’s new for the 2021 tax-filing season?
  • Investing as a Business Owner
  • Self-employed: Government of Canada addresses CERB repayments for some ineligible self-employed recipients
  • TFSA vs RRSP – What you need to know to make the most of them in 2021
  • 2021 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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