What to do with capital gains or losses
More than a third of Canadians aged 65 or older are concerned their retirement plan might not be sufficient to cover a longer retirement, shows…
When clients transition from their “saving years” to having to live off their assets, they face a number of new risks. Primary among them is…
Many people are retiring with so much money that they’re still in the highest tax bracket when they retire. Here’s what you can do to…
The products aim to help investors stretch retirement incomes.
Clients who’ve headed south for the winter may be looking at buying a U.S. vacation home.
Make the most of the Ecological Gifts Program.
Alzheimer’s disease and other forms of dementia are forcing many advisors and their elderly clients into ethical and practical grey zones, reports Investment News.
It’s been a wild couple of weeks for the stock market, with enough ups and downs to spark recession-era memories.
Does the 4% withdrawal rate still hold?
Widows are coping with all kinds of emotions, including grief, fear and worry about the unknown. I usually start by making it clear that, when…
Longevity risks, combined with a shrinking working population, are causing enormous shockwaves in the pension system.
Help reduce the probability of clients running out of money in retirement