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 >
by Rona Birenbaum BAS CFP®, CHFS | Jul 28, 2023 | In the News
Talking about your finances can by awkward, but a thorough and responsible planner asks the difficult questions to get a better idea of how to advise you. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Jun 28, 2023 | In the News
Annuities are gaining favour with planners and retirees alike. Rona Birenbaum explains the appeal in this column. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | May 4, 2023 | In the News
Spending decisions in retirement can be difficult. Here is how we, and other planning professionals help. Full Article >
by Morgan Ulmer CFP® | May 2, 2023 | In the News
Did you know? Your marital status impacts your eligibility for tax credits and your final tax bill. Morgan Ulmer shares her insights. Full Article >
