by Rona Birenbaum BAS CFP®, CHFS | Nov 12, 2016 | Musings, We Think You Might Enjoy...
My friend is dying, long before her time. I visited her at the hospital today and the subject of bucket lists came up. She asked me if I had one. I don’t. For a moment I felt guilty about it. For heavens sake, a movie was made about them. Am I disrespecting...
by Rona Birenbaum BAS CFP®, CHFS | Nov 3, 2016 | Musings, We Think You Might Enjoy...
You’ve read the articles. Inability to save is like death by a thousand cuts. Cut out the small spends like expensive coffee is a step towards financial security. Yes, I could have made a coffee and bagel for a fraction of what I paid Starbucks for it this...
by Rona Birenbaum BAS CFP®, CHFS | Apr 22, 2016 | In the News
Get ready for some tough love, says Rona Birenbaum, a Toronto-based financial planner and founder of Caring for Clients. Full Article on MoneySense.ca >
by Rona Birenbaum BAS CFP®, CHFS | Nov 1, 2015 | All About Investing, Cash Flow Concerns, Retirement
Many Canadian seniors will be surprised when their RRIF payments decline by as much as 28% in 2016. Seniors age 82-and-under will see a decrease of at least 20%* Seniors that chose to receive the RRIF minimum payment will be most affected. That minimum is determined...
by Rona Birenbaum BAS CFP®, CHFS | Oct 21, 2015 | All About Investing, Musings, We Think You Might Enjoy...
Recently, the Globe and Mail created a tool for investors to compare if they are paying more or less for advice than other investors who complete the questionnaire do. Fee transparency is important, and it got us thinking that how advisors spend those fees is also...
