by Rona Birenbaum BAS CFP®, CHFS | Jun 24, 2019 | All About Investing, All About Tax, Musings, Risk Management, We Think You Might Enjoy...
Our weekly take on news and information that is good for you. Not just about money, we highlight some of the most useful content the internet has to offer, straight to your inbox weekly. Is it worth fixing up your car before trading it in? The five biggest estate...
by Morgan Ulmer CFP® | Apr 9, 2019 | Musings, We Think You Might Enjoy...
Morgan Ulmer, CFP® Certified Financial Planner® professional Morgan joined the team in February, 2019 with 8 years of financial planning and financial literacy training under her belt. She is as comfortable working on complex financial planning engagements as she is...
by Rona Birenbaum BAS CFP®, CHFS | Jan 19, 2018 | All About Investing, Musings
Recently a client sent me an interesting note ending with two excellent questions about how our investment managers keep their feet on the ground. I enjoyed his note, and decided to share both the note and my answers with you. I’ve just read the trailer of a book...
by Guest Blogger | Oct 27, 2017 | Cash Flow Concerns, Musings
Today’s article is a guest post written by by Jeanette Bicknell, professional mediator. I read about a divorcing couple who met with a mediator, only to be told that mediation would not be the best option for them. Later, when pressed, the mediator offered several...
by Rona Birenbaum BAS CFP®, CHFS | Sep 18, 2017 | All About Investing, Musings, Risk Management
“When I was born the doctor came out to the waiting room and said to my father “I’m very sorry. We did everything we could, but he pulled through.”– Rodney Dangerfield Poor Rodney. Never got any respect. Kind of like annuities. There are a few reasons...
by Rona Birenbaum BAS CFP®, CHFS | Sep 1, 2017 | Cash Flow Concerns, Musings
This blog features a very special guest – my university-bound daughter, Rachel! Not too long ago my daughter and I had the following conversation about budgeting. If your child is anywhere from newborn to uni-bound, I hope you’ll find it useful. Mom: How prepared are...
