by Rona Birenbaum BAS CFP®, CHFS | Jun 7, 2020 | In the News
On the roller coaster ride that is the stock market, many dividend investors are used to a smoother trip. That’s part of the appeal of owning stocks in large, established companies that reward shareholders by regularly distributing a slice of their earnings through...
by Rona Birenbaum BAS CFP®, CHFS | May 17, 2020 | In the News
Calling clients has become even more important for advisors as stock markets whipsaw and businesses struggle under the pressure of the pandemic. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | May 14, 2020 | In the News
Rona Birenbaum, founder and certified financial planner at Caring for Clients, a fee-for-service financial-planning firm in Toronto, encourages advisors to discuss with clients, especially older ones, how the current market volatility might impact their retirement...
by Rona Birenbaum BAS CFP®, CHFS | May 5, 2020 | In the News
Prior to the COVID-19 pandemic, life insurance wasn’t necessarily a major concern for Canadians. But the new coronavirus has done a stellar job of showing us just how quickly our financial security can be disrupted. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | May 4, 2020 | In the News
When I’m thinking to myself, “All right. Who do I need to talk to about money? Who would be a great source of wisdom and calmness and guidance in this time?” I thought I should introduce you to the person who helps me most. I’m going to...
by Rona Birenbaum BAS CFP®, CHFS | Apr 24, 2020 | In the News
A big worry when the economy takes a turn is around the ability to maintain your lifestyle and cover expenses. A good first step is to take a look at your expenses and see where you can cut back, since things that seemed like “needs” a few months ago will be pretty...
