In the News
Converting 30% of your holdings to annuities is the best option for those without DB pensions.
Rona Birenbaum is Interviewed by CBC / The National: How stock market volatility could be good for you
International stock markets are increasingly volatile, but some experts suggest that rapid changes could actually be good for you. Financial planners note that stock market downturns are normal and that experiencing this amount of volatility could actually help investors from getting too confident.
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.
Toronto-based financial planner Rona Birenbaum says annuity buyers can solve this by purchasing a permanent life insurance policy representing all or some of the capital amount used to purchase the annuity.
Ottawa may have backpedalled on some of its tax proposals but physicians remain very concerned.
With interest rates rising, it’s time for a fresh look at the cash-for-life comfort and convenience of annuities.
Everything you need to know about the process and being prepared to meet a financial representative.
Financial planner Rona Birenbaum says the most compelling reason to buy a critical illness policy would be if someone isn’t eligible for disability insurance — for instance, a stay-at-home parent who doesn’t have an income to replace.
Be careful about trading tomorrow’s financial security for today’s expensive lifestyle.
Determined, Innovative and Successful: Meet the Team Who Is Taking Over the Wealth Industry, One Client at a Time