by Rona Birenbaum BAS CFP®, CHFS | Mar 12, 2024 | In the News
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. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Feb 26, 2024 | All About Tax, Estate Matters
New – Bare trusts are exempt from trust reporting requirements for 2023 Starting in the 2023 tax year, new trust reporting requirements came into effect that require many Canadians to start filing a trust tax return (specifically, a T3 and Schedule 15 forms). As part...
by Rona Birenbaum BAS CFP®, CHFS | Feb 23, 2024 | Musings, We Think You Might Enjoy...
Dino was born two and a half months prematurely and was late reaching developmental milestones. But at age five he mastered 18 classical piano pieces and that was only the beginning. Despite a hearing impairment, Dino’s musical abilities flourished, and he has gone on...
by Rona Birenbaum BAS CFP®, CHFS | Feb 15, 2024 | In the News
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. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Feb 8, 2024 | All About Investing, All About Tax, Cash Flow Concerns
Launched in April 2023, the First Home Savings Account (FHSA) offers some interesting financial planning opportunities to Canadians who aren’t homeowners. The Basics For those who aren’t familiar with FHSAs, here’s a quick summary of the rules: You can open an FHSA if...
by Rona Birenbaum BAS CFP®, CHFS | Feb 8, 2024 | In the News
It’s important to speak openly with your partner about personal finances. This transparency is essential in planning your future together. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Jan 30, 2024 | In the News
Rona cautions that the cost of multiple real estate moves can impact long-term financial security in retirement. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Jan 26, 2024 | Musings, We Think You Might Enjoy...
Woodworking: that’s what allowed Ray Young to reconnect with his 91-year-old father. The pair have made may things, but their mini libraries are truly a sight to behold. Wildlife wardens successfully rescued a baby elephant that was separated from his herd. Now that...
by Rona Birenbaum BAS CFP®, CHFS | Dec 29, 2023 | Musings, We Think You Might Enjoy...
“It started as a way to stave off boredom when Covid 19 kept us behind closed doors. But a new tradition was born and now this Winnipeg couple is giving back to their community through the creation of their wooden snowmen. They’re cute! Kinda funny looking. Very...
by Rona Birenbaum BAS CFP®, CHFS | Nov 24, 2023 | Musings, We Think You Might Enjoy...
A South Carolina beach town is installing amber-coloured street lighting to help lead turtle hatchlings to the ocean, instead of the road. You’ve heard of a house of cards, but have you heard of a house of bottles? It’s a quick build, energy efficient and can be...
