by Rona Birenbaum BAS CFP®, CHFS | Apr 15, 2019 | In the News
It’s a phenomenon financial planners are seeing more and more: workers in their mid-50s are laid off or given a buyout package and then run up against a wall trying to find another job. That’s happening “more often than ever before,” according to Rona Birenbaum,...
by Rona Birenbaum BAS CFP®, CHFS | Apr 14, 2019 | In the News
We talk to Rona Birenbaum, found of Caring For Clients, about what as an investor you can do about how ETF’s are increasing the cost of financial advice. Listen to the Podcast >
by Rona Birenbaum BAS CFP®, CHFS | Mar 7, 2019 | In the News
Men capture the vast majority of the benefits from federal income tax breaks, according to a new report by the Canadian Centre for Policy Alternatives. The study looked at 45 measures that currently allow Canadians to lower their federal tax bill and found that for...
by Rona Birenbaum BAS CFP®, CHFS | Mar 7, 2019 | In the News
Men capture the vast majority of the benefits from federal income tax breaks, according to a new report by the Canadian Centre for Policy Alternatives. The study looked at 45 measures that currently allow Canadians to lower their federal tax bill and found that for...
by Rona Birenbaum BAS CFP®, CHFS | Feb 19, 2019 | All About Tax, Cash Flow Concerns, Estate Matters, Retirement
If you belong to a defined benefit pension plan, you will eventually need to make a choice between: Guaranteed monthly payments from your employer and A lump sum, or “commuted value”, that you invest to provide a retirement income stream. In the first case, the risk...
