by Rona Birenbaum BAS CFP®, CHFS | Nov 20, 2023 | In the News
Rona Birenbaum explains what you need to consider when determining the right time to retire. Watch Video >
by Rona Birenbaum BAS CFP®, CHFS | Nov 1, 2023 | In the News
Don’t hurry to relocate in retirement just because you have the freedom to do so. Rona Birenbaum explains why it’s important to consider the financial and social costs before making a move. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Oct 26, 2023 | In the News
Here’s what some small businesses are doing to look after the wellbeing of their employees (including Caring for Clients!). Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Oct 19, 2023 | In the News
Rona Birenbaum explains when annuities are a good option for retirees. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Aug 23, 2023 | In the News
Should financial advisor industry awards be based on sales results, or the quality of the service provided to clients? Rona shares her support of new regulations in this article. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Aug 18, 2023 | In the News
Inflation has caught up to dental practices across the country. Don’t be surprised the next time you visit your dentist. Full Article >