by Rona Birenbaum BAS CFP®, CHFS | Jun 3, 2022 | In the News
Financial plan updates “tend to have different personalities” as clients age and their priorities shift, but there isn’t an age or life stage at which they need less frequent updates, says an advisor. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | May 26, 2022 | Musings, We Think You Might Enjoy...
There is a wide variety of hand-held, grab-and-go sandwiches available to those who like to sample different cuisines. While all are tasty in their own right, they are also pretty messy; best eaten at home, or only by those who travel with a change of clothes....
by Rona Birenbaum BAS CFP®, CHFS | Apr 29, 2022 | Musings, We Think You Might Enjoy...
Imagine this pet owner’s surprise when the family’s newly acquired puppy started “digging for treasure” – and literally struck gold! Japan – and Toronto’s High Park – have the cherry blossoms. But Holland has tulips. And at this time of year that’s what Dutch locals...
by Rona Birenbaum BAS CFP®, CHFS | Apr 13, 2022 | In the News
Many companies are turning to technology such as customer relationship software to help manage growing client volume, but some say they aren’t always the best option for managing relationships. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Apr 13, 2022 | In the News
The rise of financial planning done transparently for a flat or hourly fee is one of the most positive developments in the world of money over the past decade. But providing financial plans is a service like accounting or providing legal advice, and sometimes the...
