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...
by Rona Birenbaum BAS CFP®, CHFS | Oct 25, 2019 | In the News
Having multiple retirement savings accounts can make it tough to monitor the mix and returns on all of your investments, and it may be costing you more than you realize. Here’s how to bring them all together. Full Article on MoneySense.ca >
by Rona Birenbaum BAS CFP®, CHFS | Oct 23, 2019 | Musings, We Think You Might Enjoy...
The rise and fall of a major online subscription trap, how to optimize time spent on emails at work, mastering the art of the cauliflower floret, and three big things that are shaping the world today. This week’s Fresh Finds. Every current event is the result of some...
