This month’s Faceoff is all about what clients need to save for retirement. Mary Chan and Janet Freedman are the featured participants.
I read an article that suggested more than half of advisors use some form of bucket strategy. But popularity isn’t always a sign of effectiveness.
John and Leslie have worked hard to build a substantial investment portfolio - what can they do to maintain their lifestyle in retirement and help…
It would be interesting to know whether John and Leslie acquired the non-registered savings by way of inheritance or personal savings. Based on incomes and…
When retirees move in together, they need to consider how they'll handle end-of-life issues.
The financial crisis of 2008 has caused some client hesitation around market-based investments. Yes, they offer good growth opportunities but what about the risks? In…
Retirees often fall victim to scams and high-pressure sales tactics since as a group, they’re one of the few willing to listen to the telemarketers’…
Retirement may be the new 40, some advertisers suggest: Retirees are only as old as they feel, and the world is their oyster.
Retirement is meant to be the time in life when people finally get to relax, yet concerns about pension security, market volatility and scandals have…
Among all the principles of retirement planning, perhaps none is more fundamental than the idea that a portfolio should become less risky as the client…
How the process works
As a financial advisor, you spend a great deal of time looking after your clients’ financial well-being and making sure they have adequate resources for…
Canada’s largest province is thinking about becoming the first to create its own pension plan, reports the Globe and Mail.