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...
by Guest Blogger | Jun 9, 2016 | All About Investing, Musings, We Think You Might Enjoy...
Guest post by: Jeanette Bicknell, PhD, CMed. She is a professional mediator who helps leaders manage conflict, and helps families communicate more effectively. When Harry met Sally it seemed like their differences complemented one another. He loved it that she was...
by Rona Birenbaum BAS CFP®, CHFS | Oct 21, 2015 | All About Investing, Musings, We Think You Might Enjoy...
Recently, the Globe and Mail created a tool for investors to compare if they are paying more or less for advice than other investors who complete the questionnaire do. Fee transparency is important, and it got us thinking that how advisors spend those fees is also...
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 | Feb 26, 2013 | We Think You Might Enjoy...
If you are planning a trip to Florida anytime soon, do not pass GO, do not collect $200, but go directly to your local CAA office with $25 and passport photos. A new Florida state law was enacted on January 1, 2013 requiring all international visitors have an...
