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...
by Rona Birenbaum BAS CFP®, CHFS | Apr 6, 2018 | In the News
Given that earning up to $50,000 of annual passive investment income will not be punitive, strategies that minimize income generated on a corporately owned investment portfolio, while still growing the capital are increasingly important. Full article >
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 >
