Most don’t have TFSAs
More than half (53%) of Canadians still haven’t opened a TFSA, and 42% of this group don’t intend to open one this year, according to…
- By: Staff
- April 7, 2014 September 6, 2018
- 05:55
Top Stories in Retirement
When a client might cut off an adult child
You have a new client and learn he has a 32-year-old son who still lives at home. The couple has two other adult children who…
- By: Rosemary Smyth
- April 4, 2014 September 6, 2018
- 00:09
How does a pension affect a client’s asset mix?
No one would consider a defined-benefit pension to be a retirement problem. But when a significant slice of an investor’s retirement income will come from…
- By: Dan Bortolotti
- April 1, 2014 April 21, 2023
- 00:00
Advisor analysis – Marie DeLauretis
A top priority for Edward should be cash flow planning. This will require a close look at his post-divorce expenses, sources of income and acquired…
- By: Marie DeLauretis
- March 31, 2014 April 21, 2023
- 00:00
Income source surprise
Nearly 25% of Canadians are hoping to fund their retirement with their homes.
- By: Bryan Borzykowski
- March 18, 2014 April 21, 2023
- 00:00
Help clients prioritize retirement
Saving for retirement has taken a back seat to debt repayment.
- By: Staff
- March 17, 2014 September 6, 2018
- 05:55
Edward: Retirement Resource Centre Case Study
Edward has a modest income but, post-divorce, received a substantial settlement. What can he do to make the most of his assets, help his children…
- March 17, 2014 April 21, 2023
- 00:00
Advisor analysis – Zena Amundsen
One of Edward’s first steps would be to update his estate plan, starting with a new will, power of attorney and health directives.
- By: Zena Amundsen
- March 17, 2014 April 21, 2023
- 00:00
Seniors are richer than you’d think, says study
Older Americans fared best during the recession.
- By: Staff
- March 3, 2014 September 6, 2018
- 05:55
Hot topic: Which is a better retirement planning tool—RRSP or TFSA?
RRSP or TFSA: Where to stash your retirement cash?
- February 20, 2014 April 21, 2023
- 00:00
Four in 10 Canadians aren’t retiring on time
While 80% of Canadians nearing retirement believe they’ll choose when they leave their careers, in reality 41% of retirees say they left sooner than expected.
- By: Staff
- February 18, 2014 September 6, 2018
- 05:55
Majority will hit retirement goals
More than half of Canada’s future retirees (55%) are comfortable that they are on track to achieve their retirement goals, on par with 2012 results…
- By: Staff
- February 6, 2014 September 6, 2018
- 10:17
Seniors say they know it all when it comes to finance
Canadian seniors are more likely than other age groups to give themselves a high mark for overall financial knowledge, shows BMO Financial Group’s third annual…
- By: Staff
- February 3, 2014 September 6, 2018
- 05:55