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Four ways advisors can help business owners transfer their business
“A big part of it is helping clients visualize what’s next,” says Rona Birenbaum, certified financial planner and founder of the Toronto-based fee-only financial planning firm Caring for Clients. “For entrepreneurs, it’s not just their careers, their business is like their baby. There has to be a plan for replacing it.”
6 unexpected costs when having a baby
Financial experts weigh in on how to plan your budget around surprise expenses for new families.
Can this 62-year-old stay on track for retirement after a salary cut?
We asked Morgan Ulmer, a financial planner in the Calgary office of Toronto-based financial planning firm Caring for Clients, to look at Monica’s situation.
Pro bono financial advice for millennials could produce big payoff
Rona Birenbaum, certified financial planner and founder of Toronto-based fee-only financial planning firm Caring for Clients, has made it a priority to work with several clients of lower net worth – including millennials, many of whom are new to investing and still may carry student debt – on a pro bono basis or at reduced rates.
How owning beats renting for the downsizing boomer
The rise of the housing market over the past 10 years has turned home ownership into a
story told in financial more than lifestyle terms.
6 tips to make that family vacation a reality
Budgeting and planning is key when travelling with kids in tow, experts say.
Pay Off Debts or Invest? How to Solve this Dilemma
The Golden Girl Finance, the financial voice for women, interviews Rona Birenbaum.
Seniors find an unconventional way to supplement retirement income – as film extras
In a bid to earn money in their retirement years, some older Canadians are finding work in creative areas of the job market, such as acting.
Four ways the limits to aggressive investing are being tested
Surging investor confidence in early 2018 is starting to look like reckless enthusiasm. Investors have lately shown a willingness to take on risk in search of home-run returns, and the investment industry is serving up products to capitalize.
Ontario to tighten rules for financial planner, adviser credentials
The government of Ontario is proposing stricter regulations for financial planners and financial advisers by cracking down on individuals who are not qualified to use those titles.
