by Rona Birenbaum BAS CFP®, CHFS | Sep 8, 2020 | All About Investing, All About Tax, Retirement
Our advice Below is a sample of the various CPP timing recommendations that our firm has made recently. Our advice was customized to each unique situation. One size does not fit all. These are tiny extracts from four financial plans. We’re biased of course, but...
by Rona Birenbaum BAS CFP®, CHFS | Mar 6, 2020 | All About Investing, Musings, We Think You Might Enjoy...
How to be kinder to yourself, 5 smart devices that can prevent major home damage, some advice for serial cancelers, and some thoughts on coronavirus and the stock market. This week’s Fresh Finds. Do you enjoy making plans with friends, but have a hard time actually...
by Rona Birenbaum BAS CFP®, CHFS | Mar 6, 2020 | All About Investing, Retirement, Risk Management
“Getting to know you, getting to know all about you.” Julie Andrews At some point in the past you probably completed an investor risk tolerance questionnaire. Today, you may be discovering that your risk tolerance isn’t immutable. It is influenced by factors such as:...
by Rona Birenbaum BAS CFP®, CHFS | Mar 2, 2020 | All About Investing, Risk Management
There was a lot I was taught in school that I don’t find helpful in everyday life. Calculus comes to mind (I’m no engineer), and that time I almost threw up dissecting a frog was more traumatizing than instructive. But, if there is one concept that I learned in...
by Rona Birenbaum BAS CFP®, CHFS | Feb 28, 2020 | All About Investing, Cash Flow Concerns, Risk Management
First, two definitions: Bear market – From www.investopedia.com A bear market is a condition in which securities prices fall 20% or more from recent highs amid widespread pessimism and negative investor sentiment. We are about 5% away from that at the moment. Global...
by Morgan Ulmer CFP® | Feb 12, 2020 | All About Investing
Unsure whether you should invest in a TFSA or an RRSP? When there’s only so much money to go around, making the best decision matters. Watch this video to find out which one is right for you. Morgan Ulmer CFP® Certified Financial Planner® professional Morgan...
