by Rona Birenbaum BAS CFP®, CHFS | Jul 21, 2015 | All About Investing, All About Tax
Increased benefits begin at the end of this month. The UCCB was increased to $160 per month for each child under the age of six. The UCCB was expanded to children aged 6 through 17. Parents will receive a benefit of up to $60 per month for each child in their care...
by Rona Birenbaum BAS CFP®, CHFS | May 11, 2015 | All About Investing, Risk Management
A new client recently said, “My relationship with money is changing. I didn’t think it would happen so quickly”. We all have a relationship with money. It guides our decisions and can define how we experience life. Do you see yourself in these four money...
by Rona Birenbaum BAS CFP®, CHFS | Apr 28, 2015 | All About Investing, Cash Flow Concerns, Retirement
We are often asked the question whether it makes more sense to make extra mortgage payments or top of retirement savings when there is extra cash flow. This question is coming up more often these days given the low borrowing rates and recent great returns in the...
by Rona Birenbaum BAS CFP®, CHFS | Apr 8, 2015 | All About Investing, For Business Owners
You applied for an insurance policy (life, disability, critical illness or long term care) and your agent advised you that “there is good news and bad news”. The good news is you got approved for coverage. The bad news is that the insurance company has rated the...
by Rona Birenbaum BAS CFP®, CHFS | Mar 30, 2015 | All About Investing, Retirement, Risk Management
Most retirees have several sources of retirement income. The largest contributor to this income is typically a portfolio of investments. Retirees spend decades savings for the future and trying to maximize returns to build the largest possible nest egg. When investors...
