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Why investing rules of thumb don’t always work

Why investing rules of thumb don’t always work

by Rona Birenbaum BAS CFP®, CHFS | Nov 16, 2018 | In the News

Rules of thumb are intended as guidelines. They are not exact directions, but a rough estimate of what you might need. There are several rules of thumb in investing as well, which are often interpreted in multiple ways. Full Article >
Three online programs to help plan out your finances in retirement

Three online programs to help plan out your finances in retirement

by Rona Birenbaum BAS CFP®, CHFS | Nov 12, 2018 | In the News

For high-net-worth individuals approaching retirement and concerned about outliving their money, any of these programs can do the job. A single strategic insight or two can easily recoup the modest fees charged. Full Article >
Canadians want $250,000 a year to live comfortably — experts say curb your expectations

Canadians want $250,000 a year to live comfortably — experts say curb your expectations

by Rona Birenbaum BAS CFP®, CHFS | Nov 5, 2018 | In the News

What would it take for you to be “financially comfortable?” For many, the answer might be lower than they think. Watch the Video >

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