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...
by Rona Birenbaum BAS CFP®, CHFS | Jun 16, 2017 | For Business Owners, Musings, Retirement, We Think You Might Enjoy...
“If you can get your hands on a directory of doctors, you’ll be made.” Believe it or not, this was part of my training as a rookie financial adviser over 20 years ago when cold-calling, door-knocking and investment seminars were the primary methods...
by Rona Birenbaum BAS CFP®, CHFS | May 30, 2017 | Cash Flow Concerns, Musings
Maybe some of you remember my blog post of 2010, on whether or not to give a child an allowance? In case you didn’t catch it, or don’t boast a photographic memory, I’m reproducing it below. My daughter was 11 at the time. She turns 18 next month and will be heading to...
