by Rona Birenbaum BAS CFP®, CHFS | Nov 20, 2019 | All About Investing, Musings, We Think You Might Enjoy...
Mortgage break penalties, how to cope with tragedy, why your investment time horizon might be shorter than you think, and the top ten emerging technologies of 2019. This week’s Fresh Finds. Thinking of getting a mortgage? Beware of prepayment charges. When it comes to...
by Rona Birenbaum BAS CFP®, CHFS | Nov 11, 2019 | All About Investing, All About Tax, Estate Matters, Retirement, Risk Management
Have you ever been uncertain about what your portfolio equity allocation should be? You may have relied on the “100 minus your age” rule. It determines this ‘magic asset mix’ for you in seconds! For example, at age 65 you would have 35 percent in equities and 65...
by Rona Birenbaum BAS CFP®, CHFS | Nov 4, 2019 | All About Investing, Estate Matters, Retirement
If you are close to retirement or are currently retired, you may have heard about the 4% rule. It was designed to help retirees determine how much of their portfolio they should withdraw in the first year of retirement (indexed to inflation in future years) to...
by Rachel van der Toorn | Oct 23, 2019 | All About Investing, Risk Management
This Halloween season we are diving into the minds of well-known television characters to tackle common financial topics. Let’s start with Mr. Krabs, Spongebob’s boss. Krabs is a busy guy. He spends most of his time running his successful business, the Krusty Krab....
by Rona Birenbaum BAS CFP®, CHFS | Oct 11, 2019 | All About Investing, Risk Management
1. TFSA It’s in the name! Tax. Free. Savings. A TFSA is a great tool to save for both short- and long-term goals and is not to be underestimated. Interest, capital gains, dividend income, and withdrawals are all tax-free. The bonus is that withdrawals from the...
by Morgan Ulmer CFP® | Oct 7, 2019 | All About Investing
Investing doesn’t need to be glamourous to work! Check out this two minute video to learn how you can make money even when markets are in decline. Morgan Ulmer CFP® Certified Financial Planner® professional Morgan joined the team in February, 2019 with 8 years of...
