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...
by Rona Birenbaum BAS CFP®, CHFS | Oct 30, 2019 | In the News
Financial planner Rona Birenbaum is so busy that she’s been turning away an average of two clients a day over the past couple of weeks. “We are slammed right now,” said Ms. Birenbaum, whose Toronto-based firm is called Caring for Clients. “There are more people...
by Rona Birenbaum BAS CFP®, CHFS | Oct 29, 2019 | Musings, We Think You Might Enjoy...
How to preserve a jack-o-lantern, 20 inventions that should be everywhere, what popular foods look like before we pick them, and a funny Halloween slide show. This week’s Fresh Finds. Here are 20 genius inventions that should be everywhere. Here’s how to keep your...
