Few would argue that the vast majority of Canadians are struggling to build a nest egg for their retirement. Millions of them are nearing, or…
Four times when clients shouldn’t follow conventional wisdom
80% of “grey divorcees,” people who divorced at the age of 50 or older, say they will delay retirement because they need to work longer…
As investors approach retirement, many will ask their advisors whether it’s time to change strategies to focus on dividends and other income-generating investments. It’s easy…
Many caregivers have to adjust their own retirement plans.
Do your snowbird clients have up to date insurance to protect them during their southern stay?
While employees have guidance on how to accumulate money in company pension plans, they have less help understanding how best to take it out, reports…
Basic guidelines to help your client prepare for retirement include starting a savings program
The financial priorities of Baby Boomers may be changing
Many clients wish to leave money to charities after they die.
There are many investing rules that advisors have followed over the years, but there’s one that’s stood the test of time: the older a client…
How to catch deductions and credits
Divorce can create both financial and emotional turmoil, and often these issues are intertwined. As financial planners, our job is often to assist in helping…