by Rona Birenbaum BAS CFP®, CHFS | Sep 29, 2019 | In the News
For most of your adult life, one of the challenges of managing money is slicing off a piece of your paycheque and adding that to investments that will, hopefully, grow your nest egg over time. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Sep 24, 2019 | Musings, We Think You Might Enjoy...
The 3 stages of failure, detecting human blind-spots, a location-specific university cost calculator, and the difference between feedback and advice. This week’s Fresh Finds. We’ve always been told never to give up, but is that really the best advice? Here’s how to...
by Rona Birenbaum BAS CFP®, CHFS | Sep 18, 2019 | In the News
It’s been a little more than a decade since the former federal Conservative government introduced the tax-free savings account (TFSA) as a financial planning tool to help Canadians increase their net worth. However, recent research shows the TFSA has been used more as...
by Morgan Ulmer CFP® | Sep 16, 2019 | All About Tax, Retirement
Morgan Ulmer CFP® Certified Financial Planner® professional Morgan joined the team in February, 2019 with 8 years of financial planning and financial literacy training under her belt. She is as comfortable working on complex financial planning engagements as she is...
by Rona Birenbaum BAS CFP®, CHFS | Sep 16, 2019 | Musings, We Think You Might Enjoy...
Happiness vs. satisfaction, the Diderot effect, travelling with pets, extending the life of your smart-phone, and the burnout phenomenon. This week’s Fresh Finds. We all think we want happiness more than anything, but is it really all we need? According to Nobel...
