Which country ranks #1 in retirement security?
Canada ranks #10. Read which countries beat us and why.
- By: Staff
- July 19, 2016 September 6, 2018
- 00:00
Top Stories in Retirement
Retirement News
Keep clients focused on the ‘finish line’
Financial planning is a marathon event, requiring years of saving, investing and good decision making.
- By: Camilla Cornell
- July 14, 2016 July 13, 2023
- 00:00
Retirement News
Give your clients a ‘retirement checkup’
The dawn of retirement marks an excellent time for clients to reassess everything from spending habits to marital health.
- By: Camilla Cornell
- June 16, 2016 July 13, 2023
- 00:00
How to talk to grown-up kids about estate plans
The author thanks her dad for being upfront about his financial plans, and offers tips for family discussions about money.
- By: Susan Goldberg
- June 9, 2016 April 21, 2023
- 00:00
Life annuities: Consider liquidity risks
Investors may want guaranteed income, but consider whether they need liquidity.
- By: Katie Keir
- June 7, 2016 September 6, 2018
- 06:59
Retirement News
Massive wealth transfer to boost boomers’ assets by 20%
Baby boomers in Canada will inherit approximately $750 billion over the next decade.
- By: Staff
- June 6, 2016 September 7, 2018
- 00:00
Helping clients actually enjoy their money
Susan Goldberg discusses how advisors can help over-savers enjoy (at least some of) their money in the here and now.
- By: Susan Goldberg
- May 26, 2016 April 21, 2023
- 00:00
Retirement News
Help clients see beyond closed doors to a happy retirement
Alexander Graham Bell once said “when one door closes, another door opens.” The problem, he concluded: “We often look so long and so regretfully upon…
- By: Camilla Cornell
- May 19, 2016 July 13, 2023
- 00:00
5 questions to ask when doing end-of-life planning
Susan Goldberg discusses how to talk to clients about planning for dying.
- By: Susan Goldberg
- April 28, 2016 April 21, 2023
- 00:00
Retirement News
Flexibility is key for today’s retirees
The observation deck atop the CN Tower in Toronto has a built-in sway of 0.48 metres (1.7 feet). The reason? As engineers have long known,…
- By: Camilla Cornell
- April 21, 2016 July 13, 2023
- 00:00
Physician-assisted dying: An opportunity for client education
Susan Goldberg discusses how physician-assisted dying legislation affects estate planning.
- By: Susan Goldberg
- March 31, 2016 April 21, 2023
- 00:00
Retirement News
How Budget 2016 will impact your client’s retirement
Every financial plan is subject to two budgets per year: one federal, one provincial.
- By: Dave Faulkner
- March 30, 2016 September 6, 2018
- 00:00
Retirement News
Planning can help clients roll with the punches in retirement
Many people view retirement as a time to do all the things they couldn’t fit in while they were working – travelling, hanging out with…
- By: Camilla Cornell
- March 23, 2016 July 13, 2023
- 00:00