by YWD Inc. | Dec 10, 2012 | All About Tax, We Think You Might Enjoy...
The spirit of the holiday season inspires charitable giving. Whether it is dropping a few coins in the Salvation Army bucket, helping out at a local food bank, or by donating funds in lieu of gifts, it really is the season of giving. Here at Caring for Clients, in...
by Rona Birenbaum BAS CFP®, CHFS | Jan 9, 2012 | Cash Flow Concerns, We Think You Might Enjoy...
Effective January 5th, 2012 students in Ontario are getting a financial boost from the provincial government. Students in a university or college degree program will save $1,600, while students in college diploma and certificate programs will save $730. These amounts...
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...
