by Rona Birenbaum BAS CFP®, CHFS | Dec 14, 2022 | In the News
Our upbringing influences our financial literacy and money attitudes. Here’s why it’s important to teach kids about money early in life. But it’s never too late! Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Nov 25, 2022 | Musings, We Think You Might Enjoy...
November is a time to remember. While the red poppy is the universal symbol to honour fallen soldiers, this year, retired doctor and beach artist Clair Eason, led a team of volunteers who created a beautiful, albeit very temporary, beach mural to commemorate...
by Rona Birenbaum BAS CFP®, CHFS | Nov 7, 2022 | In the News
If you’re among the many people who didn’t apply for the CPP survivor’s pension when your spouse died, it may not be too late. While the rules have changed over the years, you may still be entitled to receive retroactive payments. Rachel Metzger explains in the Ask...
by Rona Birenbaum BAS CFP®, CHFS | Nov 1, 2022 | In the News
Amid rising inflation, the 30% shelter-cost-to-income ratio may no longer be a realistic measure of what Canadians can, or should, spend on monthly housing costs. Morgan Ulmer suggests a personalized affordability plan may give a better idea of what to spend on...
by Rona Birenbaum BAS CFP®, CHFS | Oct 28, 2022 | In the News
Saving for post secondary education is a long term-commitment, while inflation and market conditions are temporary. Morgan Ulmer offers some advice for clients who will be drawing on their RESP savings within the next 5 years. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Sep 29, 2022 | In the News
Sharon and Tom Scanlan began a podcast in June 2021 called Hidden Gems Toronto. The podcast looks to introduce listeners to people and places that fly under the radar, but have interesting stories to tell. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Sep 29, 2022 | Musings, We Think You Might Enjoy...
Bangladesh relies heavily on the textile industry. But when Covid lockdowns forced the closure of many retailers, a surplus of stock accumulated in the textile factories and factory workers suffered. Enter Lost Stock. This Scottish company launched an initiative where...
by Rona Birenbaum BAS CFP®, CHFS | Aug 26, 2022 | Musings, We Think You Might Enjoy...
Meet Bette Nash. She holds the Guinness World Record for being the longest serving flight attendant. Clearly, she’s got nothing against an honest day’s work. If you’ve ever felt there just aren’t enough hours in the day, perhaps you should practice the Dutch art of...
by Rona Birenbaum BAS CFP®, CHFS | Aug 2, 2022 | In the News
Toronto-Dominion and Royal Bank of Canada are the country’s most trust financial brands, but with complications. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Jul 29, 2022 | Musings, We Think You Might Enjoy...
You may be among the lucky ones who remember how special it was to spend time with a grandparent. Their love was unconditional, their stories brought the teachings of your history books to life. Now, as our seniors live longer, and a housing shortage and rising costs...
