In the News
Financial experts weigh in on how to plan your budget around surprise expenses for new families.
We asked Morgan Ulmer, a financial planner in the Calgary office of Toronto-based financial planning firm Caring for Clients, to look at Monica’s situation.
Rona Birenbaum, certified financial planner and founder of Toronto-based fee-only financial planning firm Caring for Clients, has made it a priority to work with several clients of lower net worth – including millennials, many of whom are new to investing and still may carry student debt – on a pro bono basis or at reduced rates.
The rise of the housing market over the past 10 years has turned home ownership into a
story told in financial more than lifestyle terms.
Budgeting and planning is key when travelling with kids in tow, experts say.
The Golden Girl Finance, the financial voice for women, interviews Rona Birenbaum.
In a bid to earn money in their retirement years, some older Canadians are finding work in creative areas of the job market, such as acting.
Surging investor confidence in early 2018 is starting to look like reckless enthusiasm. Investors have lately shown a willingness to take on risk in search of home-run returns, and the investment industry is serving up products to capitalize.
The government of Ontario is proposing stricter regulations for financial planners and financial advisers by cracking down on individuals who are not qualified to use those titles.
It’s a phenomenon financial planners are seeing more and more: workers in their mid-50s are laid off or given a buyout package and then run up against a wall trying to find another job. That’s happening “more often than ever before,” according to Rona Birenbaum, founder and president of Caring for Clients.