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...
by Rona Birenbaum BAS CFP®, CHFS | Sep 10, 2015 | All About Investing, Risk Management
If you have been watching the news lately you will be well aware that the major stock market indices have declined from their highs from earlier this year. This may have you scrutinizing your portfolio performance more often than usual. So, it is timely to share...
by Rona Birenbaum BAS CFP®, CHFS | Jul 27, 2015 | All About Investing, Risk Management
Following several years of above average equity market returns, it is time to take a step back and reset our expectations for returns over the next 5 to 10 years. This is because investor expectations for future returns are typically based on their recent...
