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Single seniors group cries foul on tax rules

Single seniors group cries foul on tax rules

by Rona Birenbaum BAS CFP®, CHFS | Jul 13, 2021 | In the News

Advocates says women are disproportionately affected by financial rules. Full Article >
The best way to bid on a house

The best way to bid on a house

by Rona Birenbaum BAS CFP®, CHFS | Jun 29, 2021 | In the News

As provincial regulators look around for a quick way to squirt some cold water on the sizzling hot housing market, the bidding process — called blind bidding — that encourages aggressive bids is coming under scrutiny. Full Article >
How advisors can help clients rethinking their retirement

How advisors can help clients rethinking their retirement

by Rona Birenbaum BAS CFP®, CHFS | Jun 9, 2021 | In the News

Advisors should focus on helping clients find an equilibrium, says Alim Dhanji, senior financial planner at Assante Financial Management Ltd. in Vancouver. Full Article >
Women’s Philanthropy & Jewish Foundation – Taking Charge of Your Finances

Women’s Philanthropy & Jewish Foundation – Taking Charge of Your Finances

by Rona Birenbaum BAS CFP®, CHFS | May 12, 2021 | In the News

Watch the Video >
How advisors can help clients rethinking their retirement

Following the 70-per-cent income rule could mess up your retirement plans

by Rona Birenbaum BAS CFP®, CHFS | May 10, 2021 | In the News

Some experts say the often-cited figure is no longer reliable. Full Article >
How advisors can help clients rethinking their retirement

Why retirees should avoid being frugal with their savings

by Rona Birenbaum BAS CFP®, CHFS | Apr 9, 2021 | In the News

Investors are told throughout the course of their lives to spend less and save more if they want a comfortable retirement. For some, those frugal habits can be hard to break once they stop working – even if they’ve saved more than they could hope to spend for the rest...
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