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Comprehensive vs. targeted financial plans – advisors weigh in
Modular financial planning can benefit those who would otherwise make decisions on their own, but there is greater value in seeing the whole financial picture. Rona Birenbaum explains why.
This advisor grew up wanting to be a stage performer but says her career isn’t too far off
She wanted to make a difference in people’s lives. That’s why Rona Birenbaum founded Caring for Clients. Learn more about what shaped Rona’s career in her Globe and Mail interview.
Serious about your relationship? Then start talking about money
It’s important to speak openly with your partner about personal finances. This transparency is essential in planning your future together.
Buying and selling homes has become very expensive, thanks to elevated house prices
Rona cautions that the cost of multiple real estate moves can impact long-term financial security in retirement.
Is Retirement Even Possible Nowadays? Insights with Rona Birenbaum
Rona Birenbaum explains what you need to consider when determining the right time to retire.
Key things to consider before relocating in retirement
Don’t hurry to relocate in retirement just because you have the freedom to do so. Rona Birenbaum explains why it’s important to consider the financial and social costs before making a move.
Employee mental health is deteriorating and some businesses are struggling to respond
Here’s what some small businesses are doing to look after the wellbeing of their employees (including Caring for Clients!).
Why Canadian retirees need to give stuffy old annuities a second look
Rona Birenbaum explains when annuities are a good option for retirees.
Advisors chew over regulators’ warning on industry awards
Should financial advisor industry awards be based on sales results, or the quality of the service provided to clients? Rona shares her support of new regulations in this article.
Dental costs soaring across Canada as fee guides get updated
Inflation has caught up to dental practices across the country. Don’t be surprised the next time you visit your dentist.