by Rona Birenbaum BAS CFP®, CHFS | Feb 6, 2014 | All About Investing, Musings, We Think You Might Enjoy...
I’ll admit it, when I picked up a copy of Preet Banerjee’s new book, Stop Over-Thinking Your Money, The Five Simple Rules of Financial Success, I immediately flipped to chapter seven. This is the chapter on Financial Advisors and I was very interested in what Preet...
by Rona Birenbaum BAS CFP®, CHFS | Aug 8, 2010 | All About Investing, Musings, Risk Management
I took my daughter to Great Wolf Lodge recently, which is a family resort built around an indoor water park. The park highlights are the water slides. They range from the kiddie slides to the high intensity Vortex. Now, if you really must know, if I could get away...
by Rona Birenbaum BAS CFP®, CHFS | Jul 8, 2010 | Musings, We Think You Might Enjoy...
I multi-task and I know that it interferes with my productivity. Recently, expert sales and productivity coach Nicki Weiss wrote a fantastic article on how (and why) to stop multi-tasking. Below is the article in its entirety. This article comes from Nicki’s...
by Rona Birenbaum BAS CFP®, CHFS | Jun 29, 2010 | All About Investing, Musings, We Think You Might Enjoy...
Now I’ve seen it all. A friend of mine recently told me about a financial advisory firm that offers: A FREE financial plan OR A FREE Clublink golf lesson. All you have to do is book a meeting with the financial advisor and bring in your investment statements to...
by Rona Birenbaum BAS CFP®, CHFS | Jun 14, 2010 | Musings, We Think You Might Enjoy...
I was having coffee with a friend recently who has three beautiful daughters age 6 and under. She asked me when I began giving my soon-to-be 11 year old daughter Rachel an allowance. Now, there are many philosophies on the subject, and sharing my own is not meant to...
by Rona Birenbaum BAS CFP®, CHFS | May 9, 2010 | Musings, We Think You Might Enjoy...
Clients sometimes ask which credit card I use when they are considering the myriad of options. Ultimate this, infinite that, gold, silver, platinum…..an almost endless list of choices. One of my life philosophies is simplicity, so the obvious choice for me is PC...
