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IN THE MEDIA

Rose Raimondo has been asked to comment on a variety of financial planning topics in national news publications.

INVESTING FOR BEGINNERS: WHAT YOU NEED TO KNOW

Feb 16, 2012 - Get a handle on your personal finances before playing the market, expert says.
Although the basic concept of investing – generating income through interest, dividends, or by buying something and then selling it for more than you paid – may be relatively straightforward, many Canadians struggle when it comes to actually figuring out how to make their hard-earned dollars grow.     View Article

PORTFOLIO STRATEGY

March 21, 2014 - The financial plan: Your can't-lose retirement investment. Thanks to our financial plan, my wife and I know we have enough money to last until age 90 and beyond. If you can’t say the same, then consider getting yourself a plan. It’s the can’t-lose retirement investment.  View Article

A BROKEN PROMISE

Thirty years ago, almost a third of workers had great pensions. Now only 16% do. You will likely have
to do without. Can you afford to retire without one?  View Article

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DIRECTORY OF FEE ONLY PLANNERS

The Fee-for-service Planners/Money Coaches tab covers professionals who work strictly on a time- or project-based compensation model. The second tab focuses on planners who are primarily asset-based but offer a fee-for-service option. None of the planners listed have been vetted by MoneySense.   View Article

DOWN WITH JARGON

May 9, 2014 - You’ve talked to clients about diversification a thousand times, so you’re sure they know what it is. You might be wrong. Financial planner and coach Rose Raimondo, owner of Calgary-based Raimondo and Associates, routinely needs to break down the concept to ensure clients understand that commonly used piece of jargon. 
View Article

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8 pitfalls to avoid in RRSP investing

Jan 20, 2016 - Many couples operate as two separate economic units and so they don't optimize the tax relief of the combined economic unit, says Rose Raimondo, a certified financial planner and the founder of Raimondo & Associates Ltd.  View Article

 

Love and money

Summer, 2017 - How to balance the budget isn't the most romantic chat you'll ever have as a couple, but it is on of the most important. View Article (Page 33)