by Rona Birenbaum BAS CFP®, CHFS | Jul 8, 2019 | For Business Owners, 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. Do you struggle with productivity? Taking this Harvard Business Review test can...
by Rona Birenbaum BAS CFP®, CHFS | Jul 25, 2017 | All About Investing, Cash Flow Concerns, For Business Owners
The investigation began in 2014. It concluded, with remarkable speed and efficiency, in 2016. As a result, major Canadian banks and investment institutions repaid hundreds of millions to customers across the country. Based on years of overcharging. The OSC (Ontario...
by Rona Birenbaum BAS CFP®, CHFS | Jun 16, 2017 | For Business Owners, Musings, Retirement, We Think You Might Enjoy...
“If you can get your hands on a directory of doctors, you’ll be made.” Believe it or not, this was part of my training as a rookie financial adviser over 20 years ago when cold-calling, door-knocking and investment seminars were the primary methods...
by Rona Birenbaum BAS CFP®, CHFS | Apr 8, 2015 | All About Investing, For Business Owners
You applied for an insurance policy (life, disability, critical illness or long term care) and your agent advised you that “there is good news and bad news”. The good news is you got approved for coverage. The bad news is that the insurance company has rated the...
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 | Apr 10, 2013 | For Business Owners
The AODA’s deadline for providers of goods and services with 20 or more employees to file a Customer Service Accessibility Compliance Report was December 31, 2012. AODA stands for the Accessibility for Ontarians with Disabilities Act. Many business owners are unaware...