by Rona Birenbaum BAS CFP®, CHFS | Apr 2, 2018 | In the News
For many investors, diversification is key – a mix of equities, fixed income and cash based on your risk appetite. But when it comes to investment advice, does the same approach hold true? Full article >
by Rona Birenbaum BAS CFP®, CHFS | Mar 21, 2018 | Risk Management
It’s a little-known fact that insurance companies charge more to policy holders who pay monthly than those who pay annually. In general, monthly payors pay 7% to 9% more. Why do Canadians voluntarily choose the more expensive option? And which option should you...
by Rona Birenbaum BAS CFP®, CHFS | Mar 21, 2018 | In the News
Advisors should be prepared to lose an account in order to protect vulnerable seniors from fraud or being taken advantage of by unscrupulous family members. Rona Birenbaum, financial planner and founder of Caring for Clients, has first-hand experience of dealing with...
by Rona Birenbaum BAS CFP®, CHFS | Mar 5, 2018 | In the News
In Scrimp and Splurge, financial planner Rona Birenbaum looks at how Canadians make everyday spending decisions. Here she speaks with Christine Solomon, a Canadian actress whose latest work involves the movie Kids Can. Full article >
by Rona Birenbaum BAS CFP®, CHFS | Mar 2, 2018 | In the News
Converting 30% of your holdings to annuities is the best option for those without DB pensions. Full Article on MoneySense.ca >
