Retirement – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Fri, 29 Sep 2023 13:41:14 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Retirement – Advisor's Edge https://phoenix.advisor.ca 32 32 Why aren’t more advisors incorporating home equity into retirement plans? https://phoenix.advisor.ca/retirement/retirement-news/why-arent-more-advisors-incorporating-home-equity-into-retirement-plans/ Wed, 27 Sep 2023 18:21:04 +0000 https://www.advisor.ca/?p=231195 New research looks at what's preventing advisors from recommending home equity release schemes

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]]> Canadians’ confidence in ability to retire on time plummets: Report https://phoenix.advisor.ca/retirement/retirement-news/canadians-confidence-in-ability-to-retire-on-time-plummets-report/ Mon, 26 Jun 2023 19:31:20 +0000 https://www.advisor.ca/?p=227625 A new survey shows Canadians anticipate working an average of six years longer than they would like

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]]> Planners need to see ‘the bigger picture’ on RRIF withdrawals, study says https://phoenix.advisor.ca/retirement/retirement-news/fp-canada-says-planners-need-to-see-the-bigger-picture-on-rrif-withdrawals/ Wed, 26 Apr 2023 18:35:26 +0000 https://www.advisor.ca/?p=224764 Financial planners must consider the complexity of client circumstances, according to research from FP Canada's foundation

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]]> Industry groups call for changes to RRIF rules https://phoenix.advisor.ca/retirement/retirement-news/industry-groups-call-for-changes-to-rrif-rules/ Mon, 13 Mar 2023 20:58:57 +0000 https://www.advisor.ca/?p=222814 The Finance Department is studying RRIFs in response to a House of Commons motion

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]]> Canadians now expect to need $1.7M in order to retire, finds survey https://phoenix.advisor.ca/retirement/retirement-news/canadians-now-expect-to-need-1-7m-in-order-to-retire-survey/ Tue, 07 Feb 2023 16:48:21 +0000 https://www.advisor.ca/?p=221585 Heading into RRSP season, many investors are shying away from markets

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]]> Retirement planning myths and misconceptions persist: IG Wealth https://phoenix.advisor.ca/retirement/retirement-news/retirement-planning-myths-and-misconceptions-persist-ig-wealth/ Wed, 01 Feb 2023 15:55:26 +0000 https://www.advisor.ca/?p=221406 Nearly half of Canadians think they will be able to retire comfortably by just investing in an RRSP

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]]> How inflation affects OAS timing https://phoenix.advisor.ca/tax/tax-strategies/how-inflation-affects-oas-timing/ Thu, 05 Jan 2023 19:34:00 +0000 https://www.advisor.ca/?p=220417 Three case studies to help clients choose when to begin their benefits

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]]> Older Canadians mostly confident about aging and retirement: survey https://phoenix.advisor.ca/retirement/retirement-news/older-canadians-mostly-confident-about-aging-and-retirement-survey/ Tue, 20 Dec 2022 14:39:32 +0000 https://www.advisor.ca/?p=219821 A report found those over 80 were more positive about aging than younger retirees

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]]> Retirement incomes prove better than expected: StatsCan https://phoenix.advisor.ca/retirement/retirement-news/retirement-incomes-prove-better-than-expected-statscan/ Tue, 13 Dec 2022 19:54:04 +0000 https://www.advisor.ca/?p=218999 Study finds post-work incomes are adequate for most new retirees

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]]> Most employer retirement plans don’t support decumulation: report https://phoenix.advisor.ca/retirement/retirement-news/most-employer-retirement-plans-dont-support-decumulation-report/ Tue, 25 Oct 2022 19:40:23 +0000 https://www.advisor.ca/?p=215433 Less than 5% of pension programs administered by the largest insurance companies offer decumulation options, finds the C.D. Howe Institute

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