by Rona Birenbaum BAS CFP®, CHFS | Feb 6, 2014 | All About Investing, Musings, We Think You Might Enjoy...
I’ll admit it, when I picked up a copy of Preet Banerjee’s new book, Stop Over-Thinking Your Money, The Five Simple Rules of Financial Success, I immediately flipped to chapter seven. This is the chapter on Financial Advisors and I was very interested in what Preet...
by Rona Birenbaum BAS CFP®, CHFS | Sep 10, 2013 | Estate Matters
Being appointed executor of a loved one’s Will is an expression of the ultimate trust that person places in you. Although you may emotionally feel the need to honour the wishes of the deceased, there are some practical aspects one should take into consideration...
by Rona Birenbaum BAS CFP®, CHFS | Sep 4, 2013 | All About Investing, For Business Owners
Whether incorporated or a home based sole proprietor, business owners can deduct many operating expenses from their income. Here is a list of the most common expenses and a tip for effectively keeping track of them. Advertising – Costs associated with marketing your...
by Rona Birenbaum BAS CFP®, CHFS | Jul 16, 2013 | Estate Matters
Getting Married How can getting married be an estate planning mistake? Well, in most Canadian Provinces, marriage automatically revokes a will made prior to the marriage unless the will clearly states that it was created in contemplation of marriage (to the person...
by Rona Birenbaum BAS CFP®, CHFS | Jun 27, 2013 | Estate Matters
Those who have agreed to act as a Power of Attorney for property may be subject to additional reporting requirements in the future. If the proposed amendments to the Substitute Decisions Act under Bill 9 get passed, POAs for property will have additional...
