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Is shifting retirement investments into save havens a good idea?

Is shifting retirement investments into save havens a good idea?

by Rona Birenbaum BAS CFP®, CHFS | Jan 19, 2023 | In the News

Many investors struggle to find a balance between preserving wealth and ensuring liquidity. Rona Birenbaum shares her views on how to align your portfolio to achieve both and benefit from a future market upturn. Full Article >
December’s Good News

December’s Good News

by Rona Birenbaum BAS CFP®, CHFS | Dec 30, 2022 | Musings, We Think You Might Enjoy...

Whether you’re a fan or not, you likely are familiar with Bon Jovi’s very popular Living on a Prayer. You’ve more than likely sung along. It’s just one of those catchy tunes that can get a whole park full of people singing together.   December may not be the time of...
Is shifting retirement investments into save havens a good idea?

How to bring up estate planning with family this holiday season

by Rona Birenbaum BAS CFP®, CHFS | Dec 14, 2022 | In the News

Almost 57% of Canadians don’t know the end-of-life wishes of their loved ones. Such discussions are important − but not optimal while gathered for your traditional family holiday meal. Full Article >
Is shifting retirement investments into save havens a good idea?

Why it’s important to start teaching kids about money early on

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 >
December’s Good News

November’s Good News

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...
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