Getting it right will spare your clients headaches down the road.
Nearly 44 million Americans go without health insurance, according to the latest set of statistics from the Centers for Disease Control in Atlanta. Think about…
More Canadians will retire with lingering home loans.
As Canadian politicians debate changes to the CPP, Australia has expanded pension coverage while reducing strain on government pension spending.
Some seniors are financially supporting their adult children, and this is cause for concern because these clients might run out of money in retirement.
An increasing number of baby boomers are now living nine to 11 years past the time they’re considered healthy.
Financial advisors spend decades helping clients accumulate wealth, knowing that eventually those clients will draw down their portfolio to finance retirement years. Keeping that client…
Your clients’ CPP cheques may be a few dollars short because of a lag in information sharing between two federal departments, reports the Toronto Star.
What a remarkable year 2013 has been for investors. As of late November, the global equity markets (as measured by the MSCI World Index) were…
Here’s what to do when your client’s parents dies intestate
Canadians been told time and time again that, at the very least, their goal should be to retire debt-free. Many are struggling to pay off…
Canadian pensions are at risk due to long-term low interest rates.
The Ontario Teachers' Pension Plan has agreed to acquire Burton's Biscuit Company, a major player in the UK biscuit market, the pension says.