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...
by Rona Birenbaum BAS CFP®, CHFS | Jan 3, 2019 | In the News
Canadians hoping to save money after the holidays now have an option to stash away more cash this year — and tax-free. Watch the Video >
by Rona Birenbaum BAS CFP®, CHFS | Jan 3, 2019 | In the News
According to Statistics Canada, Canadians owe $1.78 in debt for every dollar of income. The good news is increased household debt has been slowing. The bad news? Income growth to pay down that debt has been sluggish. Online reporter Erica Alini gives us a road-map on...
by Rona Birenbaum BAS CFP®, CHFS | Dec 11, 2018 | In the News
CPA Canada survey says majority of Canadians expect to spend less than $400 on hosting. It’s possible and the experts show us how. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Nov 16, 2018 | In the News
Rules of thumb are intended as guidelines. They are not exact directions, but a rough estimate of what you might need. There are several rules of thumb in investing as well, which are often interpreted in multiple ways. Full Article >
