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...
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...
