by Rona Birenbaum BAS CFP®, CHFS | Nov 24, 2021 | In the News
Rising inflation is forcing some advisors to have difficult conversations with clients about their spending habits and whether they should make adjustments to their financial plans. The inflation and interest-rate landscapes are “shifting dramatically,” wrote BMO...
by Rona Birenbaum BAS CFP®, CHFS | Nov 16, 2021 | In the News
Advisors say withdrawing from an RRSP early is not something clients should panic about, but they should do this cautiously with other measures in place. As some Canadians looked to make ends meet during the pandemic, accessing extra funds may have meant tapping into...
by Rona Birenbaum BAS CFP®, CHFS | Nov 2, 2021 | In the News
It’s always hard to say ‘no’ to your kids, from when they’re little and want one more bedtime story to when they’re adults looking for help to pay the rent, buy a car or purchase their first home. With less job stability, the rising cost of living and skyrocketing...
by Rona Birenbaum BAS CFP®, CHFS | Oct 5, 2021 | In the News
If your paycheque needs a little oomph, now may be the time to look for a new gig. Changing jobs is always a chance to ratchet up your compensation, but the current labour market may be a historical opportunity to net a big pay bump. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Oct 5, 2021 | In the News
When it comes to deciding whether or not private school is the right choice for your child, parents may be overwhelmed by the financial considerations. Financial experts say that the smart way to evaluate this choice is to look at it from a holistic and long-term...
by Rona Birenbaum BAS CFP®, CHFS | Sep 30, 2021 | In the News
For almost three decades, many investors and financial professionals have looked to the “4-per-cent rule” as a rough guide for how much money they would need to withdraw from their portfolios annually to retire comfortably. Full Article >