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...
by Rona Birenbaum BAS CFP®, CHFS | May 24, 2017 | Risk Management
By now, most of you working with a financial advisor or robo-advisor have completed a standard risk tolerance questionnaire. You know the questions: How much of a percentage decline in your portfolio can you tolerate over the short term? How soon will you been needing...
by Rona Birenbaum BAS CFP®, CHFS | May 17, 2017 | Cash Flow Concerns, Musings
A “job for life” is a thing of the past. Most Canadians will receive a termination notice at least once in their career. Don’t leave getting the best possible treatment in your severance to chance. If you are hesitating getting legal advice before signing on the...
by Rona Birenbaum BAS CFP®, CHFS | May 16, 2017 | In the News
Be careful about trading tomorrow’s financial security for today’s expensive lifestyle. Download Article (PDF) >
