• FAQs
Caring for Clients
  • Home
  • Contact
  • In the News
  • About
    • FAQs
    • The Team
    • Services & Fees
    • Our Process
    • Typical Clients
      • Recent Widow
      • Selling Your Business
      • Busy Executive
      • Pre-Retirement
      • Downsized Exec
      • Busy Professional
    • Testimonials
  • Blog
  • Client Login
Select Page
November’s Good News

November’s Good News

by Rona Birenbaum BAS CFP®, CHFS | Nov 26, 2021 | Musings, We Think You Might Enjoy...

You don’t have to be a hard core fitness buff to appreciate the marriage of technology and wellbeing. Norwegian firm Motitech has brought the stationary bike phenomenon to the elderly, allowing cyclists to pedal along the streets where they spent their childhood or...
Advisors need to ‘dust off the old inflationary playbook’ as rising costs rattle clients

Advisors need to ‘dust off the old inflationary playbook’ as rising costs rattle clients

by Rona Birenbaum BAS CFP®, CHFS | Nov 24, 2021 | In the News

Rising inflation is forcing some advisors to have difficult conversations with clients about their spending habits and whether they should make adjustments to their financial plans. The inflation and interest-rate landscapes are “shifting dramatically,” wrote BMO...
Advisors need to ‘dust off the old inflationary playbook’ as rising costs rattle clients

How advisors are helping clients tap into RRSPs tax efficiently amid COVID-19

by Rona Birenbaum BAS CFP®, CHFS | Nov 16, 2021 | In the News

Advisors say withdrawing from an RRSP early is not something clients should panic about, but they should do this cautiously with other measures in place. As some Canadians looked to make ends meet during the pandemic, accessing extra funds may have meant tapping into...
Advisors need to ‘dust off the old inflationary playbook’ as rising costs rattle clients

How to say no to adult children who ask for money

by Rona Birenbaum BAS CFP®, CHFS | Nov 2, 2021 | In the News

It’s always hard to say ‘no’ to your kids, from when they’re little and want one more bedtime story to when they’re adults looking for help to pay the rent, buy a car or purchase their first home. With less job stability, the rising cost of living and skyrocketing...

Subscribe
to our Blog





Categories

  • All About Investing
  • All About Tax
  • Cash Flow Concerns
  • Estate Matters
  • For Business Owners
  • In the News
  • Musings
  • Retirement
  • Risk Management
  • We Think You Might Enjoy…
November 2021
M T W T F S S
1234567
891011121314
15161718192021
22232425262728
2930  
« Oct   Dec »

Archives

  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • June 2016
  • April 2016
  • February 2016
  • November 2015
  • October 2015
  • September 2015
  • July 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • November 2014
  • July 2014
  • May 2014
  • February 2014
  • January 2014
  • October 2013
  • September 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • July 2012
  • February 2012
  • January 2012
  • November 2011
  • October 2011
  • September 2011
  • August 2011
  • July 2011
  • June 2011
  • May 2011
  • April 2011
  • March 2011
  • February 2011
  • January 2011
  • December 2010
  • November 2010
  • September 2010
  • August 2010
  • July 2010
  • June 2010
  • May 2010
  • April 2010
  • March 2010

Caring for Clients
Financial Planning with a Difference

69 Yonge Street, 2nd Floor • Toronto, ON M5E 1K3

SeekAdvisorAdvisory HQWP AwardWP Top Advisor 2019

416.363.8500

  • Contact
  • FAQs
  • Blog
  • Client Login
© Caring for Clients • Financial Planning with a Difference
Cleantalk Pixel