by Rona Birenbaum BAS CFP®, CHFS | Dec 4, 2019 | In the News
All investors can benefit from financial advice. Quite simply there is ‘stuff’ that we don’t know. And you don’t know what you don’t know. But there are professionals who do know. There are various types and levels of advice. In this post we will top line what is...
by Rona Birenbaum BAS CFP®, CHFS | Dec 2, 2019 | In the News
Whether an advisor develops an ongoing collaborative relationship with an advisor in another country or works on an ad-hoc basis with various experts outside Canada, it’s critical to choose international partners with care. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Dec 1, 2019 | In the News
Emily, 66, will work full-time until the spring, then continue part-time until mid-2021, at which point she would retire fully. When should she draw on government benefits, what should she use to pay off the remainder of her mortgage and when should she sell her home?...
by Rona Birenbaum BAS CFP®, CHFS | Nov 21, 2019 | In the News
Planning financially for retirement requires taking many uncertainties into consideration. One of the greatest is the cost of health care. Although some health-care costs are covered in Canada, there are many – ranging from medications and massages to nursing homes or...
by Rona Birenbaum BAS CFP®, CHFS | Nov 20, 2019 | In the News
“Many people are struggling with the decision of how much to pay – and the degree to how that impacts their future,” says Rona Birenbaum, a certified financial planner in Toronto. “This is creating financial tension around education.” Full Article...
by Rona Birenbaum BAS CFP®, CHFS | Oct 30, 2019 | In the News
Financial planner Rona Birenbaum is so busy that she’s been turning away an average of two clients a day over the past couple of weeks. “We are slammed right now,” said Ms. Birenbaum, whose Toronto-based firm is called Caring for Clients. “There are more people...
