Expert confidential: Dr. Arlin Pachet
What to expect in a capacity assessment
- By: Susan Goldberg
- July 13, 2018 September 10, 2018
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Top Stories in Retirement
Retirement News
Advice for an active senior facing longevity risk
Client who might live to 100 has questions
- By: Suzanne Yar Khan
- July 13, 2018 October 29, 2018
- 00:00
Canadians underestimate retirement costs: study
Canadians aren’t saving as much for retirement as their global peers and are underestimatimg the costs of retirement, says a report from Schroders. The Global…
- By: Staff
- July 11, 2018 September 6, 2018
- 00:00
Tax strategies
CPP: A good bang for the buck?
Evaluating the Canada Pension Plan's value
- By: Curtis Davis
- June 18, 2018 June 24, 2023
- 00:00
Are you entitled to a commuted value?
Rules on commuting pensions and how values are calculated
- By: Lea Koiv and William C. Kennedy
- June 18, 2018 September 9, 2018
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Supporting clients with dementia, and their caregivers
Dementia is an overarching term for a set of symptoms
- By: Susan Goldberg
- June 7, 2018 April 21, 2023
- 00:00
Does your elderly client need dispute resolution?
How such a service works
- By: Susan Goldberg
- May 18, 2018 September 6, 2018
- 00:00
Estate planning concerns for a blended family
Couple with kids from previous marriages considers adoption
- By: Suzanne Yar Khan
- May 11, 2018 April 21, 2023
- 00:00
Help clients design end-of-life plans
Assistance for navigating a tough time
- By: Susan Goldberg
- May 4, 2018 September 6, 2018
- 00:00
When retirees are overextended by extended family
Unpleasant surprises can await clients who have planned for reduced expenses in retirement
- By: Michelle Schriver
- April 13, 2018 October 25, 2018
- 00:00
Retirement News
Deceased mom’s estate causes tax nightmare
Not getting professional advice was just one of her mistakes
- By: Suzanne Yar Khan
- April 13, 2018 May 13, 2019
- 00:00
Retirement News
OSC outlines initiatives to help Ontario’s senior investors
The OSC has outlined new initiatives to respond to the needs of older investors.
- By: Staff
- March 20, 2018 September 6, 2018
- 00:00
Tax strategies
What’s the most tax-efficient retirement income source?
Here's help to find the answer to this pressing client question
- By: Curtis Davis
- March 16, 2018 June 24, 2023
- 00:00