by Rona Birenbaum BAS CFP®, CHFS | Aug 15, 2017 | All About Investing, Retirement, Risk Management
Is your magic number one million dollars, two million dollars, or five hundred thousand dollars? It really depends on six primary factors. These six factors, depending on how they relate to you, will either mean you have to save more or less to be comfortable in...
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...
