by Rona Birenbaum BAS CFP®, CHFS | Nov 16, 2018 | In the News
Rules of thumb are intended as guidelines. They are not exact directions, but a rough estimate of what you might need. There are several rules of thumb in investing as well, which are often interpreted in multiple ways. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Nov 12, 2018 | In the News
For high-net-worth individuals approaching retirement and concerned about outliving their money, any of these programs can do the job. A single strategic insight or two can easily recoup the modest fees charged. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Nov 5, 2018 | In the News
What would it take for you to be “financially comfortable?” For many, the answer might be lower than they think. Watch the Video >
