by Rona Birenbaum BAS CFP®, CHFS | Dec 2, 2019 | In the News
Whether an advisor develops an ongoing collaborative relationship with an advisor in another country or works on an ad-hoc basis with various experts outside Canada, it’s critical to choose international partners with care. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Dec 1, 2019 | In the News
Emily, 66, will work full-time until the spring, then continue part-time until mid-2021, at which point she would retire fully. When should she draw on government benefits, what should she use to pay off the remainder of her mortgage and when should she sell her home?...
by Rona Birenbaum BAS CFP®, CHFS | Nov 27, 2019 | Musings, We Think You Might Enjoy...
How to stop procrastinating, book recommendations by billionaires, a holiday literature shopping guide, and some life lessons from the death notices. This week’s Fresh Finds. The holidays are fast approaching, and what better gift than a book? Here’s a guide to...
by Rona Birenbaum BAS CFP®, CHFS | Nov 21, 2019 | In the News
Planning financially for retirement requires taking many uncertainties into consideration. One of the greatest is the cost of health care. Although some health-care costs are covered in Canada, there are many – ranging from medications and massages to nursing homes or...
by Rona Birenbaum BAS CFP®, CHFS | Nov 20, 2019 | All About Tax
You may have read that if you’re getting a tax refund, you’re not tax planning properly. After all, why would you want CRA to use your money for the year only to give it back when you file your tax return? Getting a large refund simply means that insufficient tax was...
