by Rona Birenbaum BAS CFP®, CHFS | Aug 8, 2017 | All About Investing, Retirement, Risk Management
Clients will occasionally ask: Why isn’t my investment doing well? Then I ask which one they’re concerned about, and what they’re basing that determination on. They say: Well, that’s what the statement says. That’s what I’m looking at! But statements can be...
by Rona Birenbaum BAS CFP®, CHFS | Jul 25, 2017 | All About Investing, Cash Flow Concerns, For Business Owners
The investigation began in 2014. It concluded, with remarkable speed and efficiency, in 2016. As a result, major Canadian banks and investment institutions repaid hundreds of millions to customers across the country. Based on years of overcharging. The OSC (Ontario...
by Rona Birenbaum BAS CFP®, CHFS | Jul 13, 2017 | In the News
Financial planner Rona Birenbaum says the most compelling reason to buy a critical illness policy would be if someone isn’t eligible for disability insurance — for instance, a stay-at-home parent who doesn’t have an income to replace. Full Article on...
by Rona Birenbaum BAS CFP®, CHFS | Jun 16, 2017 | For Business Owners, Musings, Retirement, We Think You Might Enjoy...
“If you can get your hands on a directory of doctors, you’ll be made.” Believe it or not, this was part of my training as a rookie financial adviser over 20 years ago when cold-calling, door-knocking and investment seminars were the primary methods...
by Rona Birenbaum BAS CFP®, CHFS | May 30, 2017 | Cash Flow Concerns, Musings
Maybe some of you remember my blog post of 2010, on whether or not to give a child an allowance? In case you didn’t catch it, or don’t boast a photographic memory, I’m reproducing it below. My daughter was 11 at the time. She turns 18 next month and will be heading to...
