by Rona Birenbaum BAS CFP®, CHFS | May 20, 2010 | All About Investing
A client of mine told me that her banker suggested that she might be able to reduce her account service charges if she switched to a “senior’s account”. My client was skeptical and had no intention to make the change. I asked her what she pays...
by Rona Birenbaum BAS CFP®, CHFS | May 9, 2010 | Musings, We Think You Might Enjoy...
Clients sometimes ask which credit card I use when they are considering the myriad of options. Ultimate this, infinite that, gold, silver, platinum…..an almost endless list of choices. One of my life philosophies is simplicity, so the obvious choice for me is PC...
by Rona Birenbaum BAS CFP®, CHFS | May 3, 2010 | Musings, We Think You Might Enjoy...
Saving money is simple, but not always easy. Saving Money Tip#1 – Cook your meals If after reading that tip, you are still here, that is a good sign. For many, the idea of cooking most meals at home is simply too overwhelming to consider. Keep reading though,...
by Rona Birenbaum BAS CFP®, CHFS | Apr 24, 2010 | Musings, Risk Management, We Think You Might Enjoy...
I admit it, I love Las Vegas. The weather, the shows, the restaurants and yes….the casinos. So how do I reconcile my healthy relationship with, and respect for, money with the fun of slot machines? Well, as with so many other things I set a budget and stick to...
by Rona Birenbaum BAS CFP®, CHFS | Apr 16, 2010 | All About Investing, Musings, We Think You Might Enjoy...
Some of our clients call us nags and we thank them for the compliment. Actually, because we believe in complete professional transparency, we tell prospective clients up front that nagging is part of our job. As a result, 95% of our clients have well crafted Wills...
