by Morgan Ulmer CFP® | Dec 3, 2019 | Cash Flow Concerns
Morgan Ulmer CFP® Certified Financial Planner® professional Morgan joined the team in February, 2019 with 8 years of financial planning and financial literacy training under her belt. She is as comfortable working on complex financial planning engagements as she is...
by Rachel van der Toorn | Nov 27, 2019 | Cash Flow Concerns, Musings, We Think You Might Enjoy...
Black Friday and Cyber Monday are right around the corner. Here’s how to be a smart consumer during the holidays. Inflated reference prices Be cautious of inflated list prices. This article explains how list prices can be manipulated to make sale prices more...
by Rona Birenbaum BAS CFP®, CHFS | Sep 10, 2019 | Cash Flow Concerns, Musings, We Think You Might Enjoy...
Food-storage mistakes, the difference between a fee and a fine, advice for first time university students, and wisdom from a parenting superstar. This week’s Fresh Finds. When it comes to your investments, understanding the difference between a fee and a fine could...
by Rona Birenbaum BAS CFP®, CHFS | Sep 3, 2019 | Cash Flow Concerns, Musings, We Think You Might Enjoy...
Retirement wisdom, the truth about multi-level marketing companies, post-secondary funding help, and Canada’s best new vehicle warranties. This week’s Fresh Finds. Hoping to make some extra cash? Steer clear of multi-level marketing companies. Struggling with student...
by Rona Birenbaum BAS CFP®, CHFS | Aug 26, 2019 | Cash Flow Concerns, Musings, We Think You Might Enjoy...
Facebook and data collection, why facts don’t change opinions, tips for reading mortgage documents, and a different kind of personality quiz. This week’s Fresh Finds. Concerned about social media apps tracking your every search? This new Facebook feature might give...
by Rona Birenbaum BAS CFP®, CHFS | Aug 11, 2019 | Cash Flow Concerns, Musings, We Think You Might Enjoy...
A parenting tip, some advice for students, how to build positive habits, and the six reasons we make bad decisions. This week’s fresh finds. Trouble keeping the little ones tucked in at night? Give this a try. Ordering in is convenient, but is it worth the cost? (And...
