by Rona Birenbaum BAS CFP®, CHFS | Sep 16, 2019 | Musings, We Think You Might Enjoy...
Happiness vs. satisfaction, the Diderot effect, travelling with pets, extending the life of your smart-phone, and the burnout phenomenon. This week’s Fresh Finds. We all think we want happiness more than anything, but is it really all we need? According to Nobel...
by Rona Birenbaum BAS CFP®, CHFS | Sep 10, 2019 | Cash Flow Concerns, Musings, We Think You Might Enjoy...
Food-storage mistakes, the difference between a fee and a fine, advice for first time university students, and wisdom from a parenting superstar. This week’s Fresh Finds. When it comes to your investments, understanding the difference between a fee and a fine could...
by Rona Birenbaum BAS CFP®, CHFS | Sep 6, 2019 | In the News
The Agenda with Steve Paikin welcomes financial planner and tax estate expert Rona Birenbaum about how low interest rates effect personal financial decisions. Watch the Video >
by Rona Birenbaum BAS CFP®, CHFS | Sep 4, 2019 | In the News
The financial costs of raising a newborn can easily turn a happy occasion into a great deal of stress for expecting or new parents. For financial advisors who have clients at this stage of their lives, helping them plan their finances early on in the process could set...
by Rona Birenbaum BAS CFP®, CHFS | Sep 3, 2019 | Cash Flow Concerns, Musings, We Think You Might Enjoy...
Retirement wisdom, the truth about multi-level marketing companies, post-secondary funding help, and Canada’s best new vehicle warranties. This week’s Fresh Finds. Hoping to make some extra cash? Steer clear of multi-level marketing companies. Struggling with student...
by Rona Birenbaum BAS CFP®, CHFS | Aug 26, 2019 | Cash Flow Concerns, Musings, We Think You Might Enjoy...
Facebook and data collection, why facts don’t change opinions, tips for reading mortgage documents, and a different kind of personality quiz. This week’s Fresh Finds. Concerned about social media apps tracking your every search? This new Facebook feature might give...
by Rona Birenbaum BAS CFP®, CHFS | Aug 21, 2019 | In the News
The tax-free savings account (TFSA) turned 10 this year — and it has come a long way. More than 40 per cent of Canadian families now have one, according to the latest tally from Statistics Canada. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Aug 19, 2019 | In the News
A survey of young professionals by the Toronto Region Board of Trade in 2017 showed 83 per cent surveyed believed the high cost of housing in the area was impeding their ability to save for retirement. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Aug 11, 2019 | Cash Flow Concerns, Musings, We Think You Might Enjoy...
A parenting tip, some advice for students, how to build positive habits, and the six reasons we make bad decisions. This week’s fresh finds. Trouble keeping the little ones tucked in at night? Give this a try. Ordering in is convenient, but is it worth the cost? (And...
by Morgan Ulmer CFP® | Aug 8, 2019 | All About Investing, All About Tax
Morgan Ulmer CFP® Certified Financial Planner® professional Morgan joined the team in February, 2019 with 8 years of financial planning and financial literacy training under her belt. She is as comfortable working on complex financial planning engagements as she is...
