Emotional, practical and physical factors are often as important as financial ones when it comes to selling the family home
Defined benefit membership is continuing to fall
Experts discuss tax mitigation and retirement options
Wages and ages matter
Canada is not keeping up with its G7 peers
If aging is the only way to live a long life, as one adage puts it, then clients need to think about the financial, physical…
Client expectation: I expect my advisor to help me understand my options if I lose my independence. For instance, can I afford care with an…
The federal government should raise the contribution limits for RRSPs and defined-contribution pension plans to reflect lower yields on investments and longer life spans, a…
Here are some red flags of suspected financial abuse by guardians.
Financial skills are often the first to slip when aging clients suffer cognitive impairments. Advisors can help spot the early signs of cognitive decline and…
Clients must answer this question if they’re still working at age 60
Not one of your clients probably aims to live a pinched and circumscribed existence in retirement, but sometimes life gets in the way.
Responses to questions from 70-somethings