by Rona Birenbaum BAS CFP®, CHFS | May 17, 2017 | Cash Flow Concerns, Musings
A “job for life” is a thing of the past. Most Canadians will receive a termination notice at least once in their career. Don’t leave getting the best possible treatment in your severance to chance. If you are hesitating getting legal advice before signing on the...
by Rona Birenbaum BAS CFP®, CHFS | May 12, 2017 | Musings, We Think You Might Enjoy...
Many of you will have read my March post, discussing the furor over TD bank employees being caught breaking the law. You may remember I was unsurprised. Bank employees being pressured to sell unnecessary products? That’s been a feature of the banking industry for as...
by Rona Birenbaum BAS CFP®, CHFS | Mar 23, 2017 | All About Investing, Musings, We Think You Might Enjoy...
Typically, severance packages do not include a continuation of disability insurance. This, despite the courts having made clear* that an employer is obligated to continue all benefits during the common law notice period, in the absence of a contract stating otherwise!...
by Rona Birenbaum BAS CFP®, CHFS | Feb 23, 2017 | All About Investing, Musings, We Think You Might Enjoy...
Lucky Americans – they pay much lower investment advisory fees than we do in Canada. Or so many people think … but is it true? With the new CRM2 legislation showing investors how much you pay for advice, it’s considerably easier to do a cross-border comparison. Let’s...
by Rona Birenbaum BAS CFP®, CHFS | Nov 12, 2016 | Musings, We Think You Might Enjoy...
My friend is dying, long before her time. I visited her at the hospital today and the subject of bucket lists came up. She asked me if I had one. I don’t. For a moment I felt guilty about it. For heavens sake, a movie was made about them. Am I disrespecting...
by Rona Birenbaum BAS CFP®, CHFS | Nov 3, 2016 | Musings, We Think You Might Enjoy...
You’ve read the articles. Inability to save is like death by a thousand cuts. Cut out the small spends like expensive coffee is a step towards financial security. Yes, I could have made a coffee and bagel for a fraction of what I paid Starbucks for it this...
