• FAQs
Caring for Clients
  • Home
  • Contact
  • In the News
  • About
    • FAQs
    • The Team
    • Services & Fees
    • Our Investment Process
    • Typical Clients
      • Recent Widow
      • Selling Your Business
      • Busy Executive
      • Pre-Retirement
      • Downsized Exec
      • Busy Professional
    • Testimonials
  • Blog
  • Client Login
Select Page
What to do if that financial plan you paid thousands for disappoints

What to do if that financial plan you paid thousands for disappoints

by Rona Birenbaum BAS CFP®, CHFS | Apr 13, 2022 | In the News

The rise of financial planning done transparently for a flat or hourly fee is one of the most positive developments in the world of money over the past decade. But providing financial plans is a service like accounting or providing legal advice, and sometimes the...
What to do if that financial plan you paid thousands for disappoints

Why you may need to change your executor as you get older, soaring inflation might not be as worrisome as retirees may think and the pros and cons of joint accounts

by Rona Birenbaum BAS CFP®, CHFS | Apr 7, 2022 | In the News

Most Canadians eventually get around to estate planning and putting their financial affairs in order – even if that often occurs later in life than it should. Full Article >
The psychological toll of a red-hot housing market

The psychological toll of a red-hot housing market

by Rona Birenbaum BAS CFP®, CHFS | Apr 1, 2022 | In the News

The homebuying process today is overwhelming, exhausting, and in some cases, plain heart-breaking. As many homebuyers’ down payment savings grow, so too do home prices, which can feel like one step forward and two steps back. Full Article >
I’m getting close to retirement. What changes should I make to my portfolio to get ready?

I’m getting close to retirement. What changes should I make to my portfolio to get ready?

by Rona Birenbaum BAS CFP®, CHFS | Mar 10, 2022 | In the News

Before you hit retirement, make sure you have enough funds in low-volatility investments, such as government bonds and GICs, says certified financial planner Rona Birenbaum. Full Article >
What to do if that financial plan you paid thousands for disappoints

Can financial planners adjust to parents giving kids their inheritance early to buy homes?

by Rona Birenbaum BAS CFP®, CHFS | Feb 23, 2022 | In the News

Early inheritances and familial gifts are now making up a growing part of Canadian first- time homebuyers’ down payments, as parents dip into their savings and assets to help adult children get into an increasingly out-of-reach housing market. And that is showing up...
What to do if that financial plan you paid thousands for disappoints

The pros and cons of buying life insurance when you’re older, which portfolio assets you should spend first in retirement and some advice on converting an RRSP

by Rona Birenbaum BAS CFP®, CHFS | Feb 18, 2022 | In the News

Life insurance isn’t usually top of mind for Canadian retirees focused on generating income from their investment portfolios. Yet certain types of life insurance can play an important role in the lives of older Canadians. Full Article >
Page 8 of 29« First«...678910...20...»Last »

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…
May 2025
M T W T F S S
 1234
567891011
12131415161718
19202122232425
262728293031  
« Apr    

Archives

  • April 2025
  • March 2025
  • February 2025
  • January 2025
  • December 2024
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • July 2024
  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • 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

11 King St West, #300 • Toronto, ON M5H 4C7

Accreditations

416.363.8500

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