Five crucial questions for executors
Philip Porado on the five questions your clients should ask a prospective executor
- By: Philip Porado
- February 16, 2017 January 24, 2020
- 00:00
Top Stories in Retirement
Retirement News
37% of boomers question if they have enough savings
As your clients live longer, help them adjust their retirement goals and plans to account for extra costs.
- By: Staff
- February 14, 2017 September 6, 2018
- 14:39
RRSP contributions fall by 26% between 2000 and 2013
The number of Canadians in their prime-working years that contributed to their RRSP accounts steadily declined from 2000 to 2013, according to a report by…
- By: Staff, with files from The Canadian Press
- February 13, 2017 September 6, 2018
- 00:00
Are RRSPs better for business owners?
It might be time for a portfolio overhaul.
- By: Staff
- February 9, 2017 September 6, 2018
- 00:00
Many Canadians withdrawing RRSP funds for daily expenses
Between not saving for RRSPs and making early withdrawals, Canadians are in a financial bind.
- By: Staff
- February 8, 2017 September 6, 2018
- 14:25
Why Canadians aren’t contributing to RRSPs
Fewer Canadians plan to contribute to RRSPs this year compared to last year (46% versus 50%), though the average contribution has increased to $5,088 from…
- By: Staff
- February 2, 2017 September 6, 2018
- 00:00
Retirement News
Co-ordinate family trusts to help a disabled heir
Doing so is simpler and more tax-efficient
- By: Simon Doyle
- January 27, 2017 July 13, 2023
- 00:00
Retirement News
4 new year’s resolutions for clients who want to age happily
When it comes to clients having a happy retirement, a fat nest egg and good health are great places to start. Sometimes, however, an out-of-date…
- By: Camilla Cornell
- January 26, 2017 July 13, 2023
- 00:00
Clients want to shoot for the moon but don’t have financial plans
That desire to have it all is probably no surprise, but other survey findings might be.
- By: Staff
- January 25, 2017 September 6, 2018
- 10:05
Retirement News
Top tax credits and benefits for seniors
Use this list to help your senior clients ensure they claim the most common tax credits, deductions and benefits for which they’re eligible. Read: Essential…
- By: Staff
- January 18, 2017 September 6, 2018
- 09:28
Retirement News
5,000 people retire each week. Are we ready?
A version of this article originally appeared on BenefitsCanada.com. By the end of January, there will be enough new retirees to fill the Air Canada…
- By: Sara Tatelman, Benefits Canada
- January 18, 2017 September 6, 2018
- 00:00
Why over-65ers want to keep working
Philip Porado is a Toronto-based business journalist.
- By: Philip Porado
- January 5, 2017 January 24, 2020
- 00:00
Retirement News
3 reasons retirement shouldn’t be a full stop
The old adage, “Today is the first day of the rest of your life,” is never truer than on a client’s last day on the…
- By: Camilla Cornell
- December 15, 2016 July 13, 2023
- 00:00