by Rona Birenbaum BAS CFP®, CHFS | Mar 21, 2018 | In the News
Advisors should be prepared to lose an account in order to protect vulnerable seniors from fraud or being taken advantage of by unscrupulous family members. Rona Birenbaum, financial planner and founder of Caring for Clients, has first-hand experience of dealing with...
by Rona Birenbaum BAS CFP®, CHFS | Mar 5, 2018 | In the News
In Scrimp and Splurge, financial planner Rona Birenbaum looks at how Canadians make everyday spending decisions. Here she speaks with Christine Solomon, a Canadian actress whose latest work involves the movie Kids Can. Full article >
by Rona Birenbaum BAS CFP®, CHFS | Mar 2, 2018 | In the News
Converting 30% of your holdings to annuities is the best option for those without DB pensions. Full Article on MoneySense.ca >
by Rona Birenbaum BAS CFP®, CHFS | Feb 1, 2018 | In the News
International stock markets are increasingly volatile, but some experts suggest that rapid changes could actually be good for you. Financial planners note that stock market downturns are normal and that experiencing this amount of volatility could actually help...
by Rona Birenbaum BAS CFP®, CHFS | Dec 18, 2017 | In the News
Surging investor confidence in early 2018 is starting to look like reckless enthusiasm. Investors have lately shown a willingness to take on risk in search of home-run returns, and the investment industry is serving up products to capitalize. Download Article (PDF)...
by Rona Birenbaum BAS CFP®, CHFS | Dec 14, 2017 | In the News
Toronto-based financial planner Rona Birenbaum says annuity buyers can solve this by purchasing a permanent life insurance policy representing all or some of the capital amount used to purchase the annuity. Full Article on MoneySense.ca >
