New seg fund rules could reduce taxes for investors
And for clients.
- By: Michelle Schriver
- April 24, 2017 September 6, 2018
- 05:59
Top Stories in Retirement
Tax strategies
How to bring global pensions home
Traps to avoid
- By: Curtis Davis
- April 21, 2017 June 24, 2023
- 00:00
Retirement News
Help clients navigate common retirement fears
Famous Danish philosopher Soren Kierkegaard described anxiety as “the dizziness of freedom.” And there’s something to that. Routines form the fabric of most people’s lives,…
- By: Camilla Cornell
- April 20, 2017 July 13, 2023
- 00:00
Retirement News
What sixtysomethings expect from their advisors
Client expectation: Why would I use an advisor? Are they worth their fees, or are they simply shills for the market? – William Beach, 65,…
- By: Michelle Schriver
- April 13, 2017 December 5, 2022
- 00:00
How taxes impact asset allocation
The relationship between a change in pre-tax asset allocation and after-tax income isn't a simple one.
- By: Staff
- April 5, 2017 September 6, 2018
- 00:00
Help clients preserve their capital
When clients start cruising toward retirement, advisors need to help them preserve capital by keeping an eye on both the asset mix and where those…
- By: Philip Porado
- March 30, 2017 January 24, 2020
- 00:00
Retirement News
Should this retired Toronto couple buy or rent?
The situation Torontonians Jonah and Yaelle Goldstein,* both 75, love their stately Lawrence Park home. But, it’s become too much work to maintain. With its…
- By: Simon Doyle
- March 24, 2017 July 13, 2023
- 00:00
Retirement News
Encourage clients to brainstorm their ideal retirement
“Retirement is like a long vacation in Vegas,” former Wall Street Journal columnist Jonathan Clements once wrote. “The goal is to enjoy these years to…
- By: Camilla Cornell
- March 23, 2017 July 13, 2023
- 00:00
Clients’ top question: Have I saved enough?
“Have I saved enough?” That’s the top question on the minds of half of Canadian pre-retirees, finds an RBC poll. Read: 37% of boomers question…
- By: Staff
- March 2, 2017 September 6, 2018
- 15:16
Retirement News
Expanded CPP ready for Jan. 1, 2019
This story originally appeared on BenefitsCanada.com. Canada’s governor general has signed an order in council to bring the Canada Pension Plan enhancements in Bill C-26…
- By: Benefits Canada
- March 2, 2017 September 6, 2018
- 12:47
Retirement News
Your services are too expensive: survey
Retirees and pre-retirees cite cost when asked why they don't have advisors.
- By: Staff
- March 1, 2017 September 6, 2018
- 00:00
30% of Canadian retirees face surprising costs
A recent RBC retirement poll shows that Canadians aged 55 and older are most worried about maintaining their standard of living, having enough savings and…
- By: Staff
- February 27, 2017 September 6, 2018
- 00:00
Retirement News
Four strategies to help clients handle retirement challenges
So much of retirement planning involves calculation – how much clients need to save, how much cash flow they require, and for how long. But…
- By: Camilla Cornell
- February 23, 2017 July 13, 2023
- 00:00