Publisher's Synopsis
“One of the most important books on personal finance in the last 10 years.”
— Tim Cestnick, author of The Tax Freedom Zone
When Kurt Rosentreter started his career in finance nearly 20 years ago, he couldn't believe:
- That Canadians received so little advice about the after-tax implications of their investment decisions.
- And that so many of them just bought investment and insurance products without building a proper financial plan first.
- Your goals
- The fees you pay
- Taxes and tax planning
- How and why you invest
- Your future retirement plans
- Living in retirement today
- Death and what matters to you
- Your parents
- Your children, spouse, and
grandchildren - Debt
- Risk
- Charity
- Insurance: how much and what kind
- Financial advisors: how many and what kind
- Income and expenses
- Your career
- Real estate
- Your attitude
Acting as a “Family CFO,” Kurt takes the stress out of managing money, helping you make decisions in light of your goals and dreams. Kurt is a Senior Financial Advisor and Insurance Agent at a major financial services firm in Toronto.
