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Perception vs reality – They’re not as rich as you think

Perception vs reality – They’re not as rich as you think

by Rona Birenbaum | Dec 1, 2020 | Retirement

An email greeted me this morning from a firm that crafts custom insurance coverage for higher risk cases that have been declined by traditional insurers. There were three case studies. Two of three took my breath away figuratively. The email is below along with the...
Probabilities and Predictions

Probabilities and Predictions

by Rona Birenbaum | Sep 14, 2020 | All About Investing, All About Tax, Retirement, Risk Management

For me, the first two months of the Covid-19 State of Emergency dragged by.  Days felt like weeks.  Weeks, like months.  And then something changed – slowly but surely.  The ground beneath me felt more solid.  My ability to predict what might happen over the...
It’s not time for short-cuts – Real world CPP stories

It’s not time for short-cuts – Real world CPP stories

by Rona Birenbaum | 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...
Investor, meet your real risk tolerance

Investor, meet your real risk tolerance

by Rona Birenbaum | 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:...
Do you believe this equity allocation myth?

Do you believe this equity allocation myth?

by Rona Birenbaum | 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...
Busting the Myth of the 4% Rule

Busting the Myth of the 4% Rule

by Rona Birenbaum | Nov 4, 2019 | All About Investing, Estate Matters, Retirement

If you are close to retirement or are currently retired, you may have heard about the 4% rule. It was designed to help retirees determine how much of their portfolio they should withdraw in the first year of retirement (indexed to inflation in future years) to...
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