by Rona Birenbaum BAS CFP®, CHFS | Jul 1, 2018 | In the News
With 27 years of experience in the industry, today’s guest Rona Birenbaum explains the importance of technology in the financial services field, as well as how financial planners can stay relevant through all the changes. Listen to the Podcast >
by Rona Birenbaum BAS CFP®, CHFS | Jun 12, 2018 | In the News
According to a 2016 McKinsey report, investors may need to start lowering their expectations due to anticipated diminished returns. So, what to do? Spend less? Full article >
by Rona Birenbaum BAS CFP®, CHFS | May 4, 2018 | In the News
Robo-advisers are still a financial industry newcomer, but they’ve been around long enough to start losing clients who were unhappy with their experience. Financial planner Rona Birenbaum recently took on someone who moved some money from a full-service brokerage firm...
by Rona Birenbaum BAS CFP®, CHFS | Apr 13, 2018 | In the News
I’m a fee-only planner who does her own plan, as well as those of other advisors. I apply the same processes and rigour to my own plan as I do to clients’. Full article >
by Rona Birenbaum BAS CFP®, CHFS | Apr 6, 2018 | Estate Matters, Risk Management
At some point, you wisely purchased insurance to protect you and/or your dependents from the financial risk of premature death, disability, critical illness, or the need for long-term care. To get that coverage, you likely did one or more of: Answer a bunch of medical...
