by Rona Birenbaum BAS CFP®, CHFS | Dec 14, 2022 | In the News
Our upbringing influences our financial literacy and money attitudes. Here’s why it’s important to teach kids about money early in life. But it’s never too late! Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Nov 25, 2022 | Musings, We Think You Might Enjoy...
November is a time to remember. While the red poppy is the universal symbol to honour fallen soldiers, this year, retired doctor and beach artist Clair Eason, led a team of volunteers who created a beautiful, albeit very temporary, beach mural to commemorate...
by Rona Birenbaum BAS CFP®, CHFS | Nov 7, 2022 | In the News
If you’re among the many people who didn’t apply for the CPP survivor’s pension when your spouse died, it may not be too late. While the rules have changed over the years, you may still be entitled to receive retroactive payments. Rachel Metzger explains in the Ask...
by Rona Birenbaum BAS CFP®, CHFS | Nov 1, 2022 | In the News
Amid rising inflation, the 30% shelter-cost-to-income ratio may no longer be a realistic measure of what Canadians can, or should, spend on monthly housing costs. Morgan Ulmer suggests a personalized affordability plan may give a better idea of what to spend on...
by Rona Birenbaum BAS CFP®, CHFS | Oct 28, 2022 | In the News
Saving for post secondary education is a long term-commitment, while inflation and market conditions are temporary. Morgan Ulmer offers some advice for clients who will be drawing on their RESP savings within the next 5 years. Full Article >
