Twin chairs on the beach with a sunset in the distance. Or the opportunity to write a book, start a business or work part time…
Help a terminally ill father, and his daughter, protect a legacy
Bryan Borzykowski, Toronto-based business journalist, weighs in on laddered bonds
Retirement is naturally a time of transition. Not only are clients saying goodbye to workplace friends and colleagues, they’re learning to manage on a fixed…
Boomers have a lot more to worry about than simply making sure their money lasts through retirement. Economic factors could impact even a well-thought-out plan.
You’ve heard about the best-laid plans of mice and men? Well, when it comes to retirement planning, unforeseen expenses can have a devastating effect on…
For the under 50 high-net-worth set, money may be no object. But that doesn’t mean wealthy Canadians don’t need a sound financial plan.
CFA Institute has partnered with Mercer to identify key principles of an ideal system
How are Canadians faring in retirement? Are they retiring when planned? A new report from Angus Reid shows many fear they'll run out of money.
Over the past few years, retirement planning has undergone a major shift. Advisors used to tell people to get more conservative as they got older,…
Clients sometimes have a difficult time wrapping their heads around just how much money they’re going to need in retirement and (more to the point)…
Many pre-retirees fear running out of money, but are already too attached to their homes.
Yielding stocks often help retirees with their day-to-day expenses, but with people living longer, it may be better to reinvest the dividends instead.