by Rona Birenbaum BAS CFP®, CHFS | Dec 14, 2022 | In the News
Almost 57% of Canadians don’t know the end-of-life wishes of their loved ones. Such discussions are important − but not optimal while gathered for your traditional family holiday meal. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Dec 14, 2022 | In the News
Our upbringing influences our financial literacy and money attitudes. Here’s why it’s important to teach kids about money early in life. But it’s never too late! Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Nov 7, 2022 | In the News
If you’re among the many people who didn’t apply for the CPP survivor’s pension when your spouse died, it may not be too late. While the rules have changed over the years, you may still be entitled to receive retroactive payments. Rachel Metzger explains in the Ask...
by Rona Birenbaum BAS CFP®, CHFS | Nov 1, 2022 | In the News
Amid rising inflation, the 30% shelter-cost-to-income ratio may no longer be a realistic measure of what Canadians can, or should, spend on monthly housing costs. Morgan Ulmer suggests a personalized affordability plan may give a better idea of what to spend on...
by Rona Birenbaum BAS CFP®, CHFS | Oct 28, 2022 | In the News
Saving for post secondary education is a long term-commitment, while inflation and market conditions are temporary. Morgan Ulmer offers some advice for clients who will be drawing on their RESP savings within the next 5 years. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Sep 29, 2022 | In the News
Sharon and Tom Scanlan began a podcast in June 2021 called Hidden Gems Toronto. The podcast looks to introduce listeners to people and places that fly under the radar, but have interesting stories to tell. Full Article >
