by Rona Birenbaum BAS CFP®, CHFS | Nov 20, 2019 | All About Investing, Musings, We Think You Might Enjoy...
Mortgage break penalties, how to cope with tragedy, why your investment time horizon might be shorter than you think, and the top ten emerging technologies of 2019. This week’s Fresh Finds. Thinking of getting a mortgage? Beware of prepayment charges. When it comes to...
by Rona Birenbaum BAS CFP®, CHFS | Nov 13, 2019 | Musings, We Think You Might Enjoy...
How to become a morning person, the science behind the perfect chocolate chip cookie, why flu shots are so important, and a time-lapse glimpse of our frozen future. This week’s Fresh Finds. It’s officially the season of stuffed-up noses and dry coughs. Here’s why it’s...
by Rona Birenbaum BAS CFP®, CHFS | Nov 11, 2019 | All About Investing, All About Tax, Estate Matters, Retirement, Risk Management
Have you ever been uncertain about what your portfolio equity allocation should be? You may have relied on the “100 minus your age” rule. It determines this ‘magic asset mix’ for you in seconds! For example, at age 65 you would have 35 percent in equities and 65...
by Rona Birenbaum BAS CFP®, CHFS | Nov 6, 2019 | Musings, We Think You Might Enjoy...
A widespread Airbnb scam, tips from a marathon running pro, the spectrum of wealth, and the consumer score you didn’t know you had. This week’s Fresh Finds. Planning a fun fall getaway? Beware of this fake host scam on Airbnb. Are you an aspiring marathon runner? Here...
by Rona Birenbaum BAS CFP®, CHFS | Nov 4, 2019 | All About Investing, Estate Matters, Retirement
If you are close to retirement or are currently retired, you may have heard about the 4% rule. It was designed to help retirees determine how much of their portfolio they should withdraw in the first year of retirement (indexed to inflation in future years) to...
