by Rona Birenbaum BAS CFP®, CHFS | Mar 26, 2020 | All About Tax, Musings, We Think You Might Enjoy...
Our weekly “fresh finds” is temporarily renamed “good news of the day”. Each day we will provide you with content that gives you reason to be hopeful and feel more positive about our future. The future is much brighter than it feels at the moment. Feel free to share...
by Rona Birenbaum BAS CFP®, CHFS | Mar 25, 2020 | All About Tax, Musings, We Think You Might Enjoy...
Our weekly “fresh finds” is temporarily renamed “good news of the day”. Each day we will provide you with content that gives you reason to be hopeful and feel more positive about our future. The future is much brighter than it feels at the moment. Feel free to share...
by Rona Birenbaum BAS CFP®, CHFS | Jan 31, 2020 | All About Tax, Musings, We Think You Might Enjoy...
Home rental suites and the CRA, the psychology behind procrastination, why investing seems easy from the outside looking in, and some advice on conflict resolution from an expert. This week’s Fresh Finds. Do you have a hard time forcing yourself to work towards goals...
by Rona Birenbaum BAS CFP®, CHFS | Dec 12, 2019 | All About Tax, Musings, We Think You Might Enjoy...
How to write better emails, tax tips for U.S. citizens living in Canada, a better way to calculate your dog’s human age, and the perils of survivorship bias. This week’s Fresh Finds. Do you struggle to get information across concisely via email? Here are some tips to...
by Rona Birenbaum BAS CFP®, CHFS | Nov 20, 2019 | All About Tax
You may have read that if you’re getting a tax refund, you’re not tax planning properly. After all, why would you want CRA to use your money for the year only to give it back when you file your tax return? Getting a large refund simply means that insufficient tax was...
by Rona Birenbaum BAS CFP®, CHFS | Nov 11, 2019 | All About Investing, All About Tax, Estate Matters, Retirement, Risk Management
Have you ever been uncertain about what your portfolio equity allocation should be? You may have relied on the “100 minus your age” rule. It determines this ‘magic asset mix’ for you in seconds! For example, at age 65 you would have 35 percent in equities and 65...