by Rona Birenbaum BAS CFP®, CHFS | Oct 13, 2017 | In the News
With interest rates rising, it’s time for a fresh look at the cash-for-life comfort and convenience of annuities. Download Article (PDF) >
by Rona Birenbaum BAS CFP®, CHFS | Oct 10, 2017 | All About Investing, Risk Management
The Financial Planning Standards Council (FPSC) recently issued new guidelines for Certified Financial Planners (us!), in the development of financial plans. Many assumptions go into building a financial plan. Rate of return on investments is only one of them, but...
by Rona Birenbaum BAS CFP®, CHFS | Sep 18, 2017 | All About Investing, Musings, Risk Management
“When I was born the doctor came out to the waiting room and said to my father “I’m very sorry. We did everything we could, but he pulled through.”– Rodney Dangerfield Poor Rodney. Never got any respect. Kind of like annuities. There are a few reasons...
by Rona Birenbaum BAS CFP®, CHFS | Sep 17, 2017 | In the News
Everything you need to know about the process and being prepared to meet a financial representative. Full Article on MoneySense.ca >
by Rona Birenbaum BAS CFP®, CHFS | Sep 1, 2017 | Cash Flow Concerns, Musings
This blog features a very special guest – my university-bound daughter, Rachel! Not too long ago my daughter and I had the following conversation about budgeting. If your child is anywhere from newborn to uni-bound, I hope you’ll find it useful. Mom: How prepared are...
