by Rona Birenbaum BAS CFP®, CHFS | Jul 22, 2019 | Cash Flow Concerns, Musings, We Think You Might Enjoy...
Our weekly take on news and information that is good for you. Not just about money, we highlight some of the most useful content the internet has to offer, straight to your inbox weekly. Struggling to find a book that resonates with you? Here are 100 books for the...
by Rona Birenbaum BAS CFP®, CHFS | Jul 15, 2019 | Cash Flow Concerns, Estate Matters, Musings, We Think You Might Enjoy...
Our weekly take on news and information that is good for you. Not just about money, we highlight some of the most useful content the internet has to offer, straight to your inbox weekly. Financial friction getting between you and your partner? Here’s some helpful...
by Sara Ready CFP® | Jun 11, 2019 | All About Tax, Cash Flow Concerns, Risk Management
Sara Ready CFP® Certified Financial Planner® professional Sara joined us in August, 2016. Previously, she spent two years as a credit counsellor at InCharge Canada, and four years at Tangerine Bank as a mutual fund representative where she received the annual Good Guy...
by Morgan Ulmer CFP® | Mar 1, 2019 | Cash Flow Concerns
~Inflation is as violent as a mugger, as frightening as an armed robber and as deadly as a hit man. – Ronald Reagan Imagine that you had $40,000 cash, and you decided to stuff it under your mattress (something we don’t recommend by the way!) Almost every year, prices...
by Rona Birenbaum BAS CFP®, CHFS | Feb 19, 2019 | All About Tax, Cash Flow Concerns, Estate Matters, Retirement
If you belong to a defined benefit pension plan, you will eventually need to make a choice between: Guaranteed monthly payments from your employer and A lump sum, or “commuted value”, that you invest to provide a retirement income stream. In the first case, the risk...
by Rona Birenbaum BAS CFP®, CHFS | Feb 16, 2018 | All About Investing, Cash Flow Concerns, Risk Management
Back in late 2008 a client of mine shared an article with me about a new mutual fund company called EdgePoint. I did the research, and as a result, discovered one of Canada’s premiere investment management firms. Our clients were some of the earliest EdgePoint...
