Latest news in Retirement News

Area 52: Know your pension adjustments

What advisors need to know about pension adjustments.

Advisor Analysis – Stephanie Holmes-Winton

I would start by asking, "What do you want?" and then "Why" like an incessant two-year-old as long as they can handle it. For example,…

Young Canadians anxious about retirement

The majority of Canadians between ages 18 and 34 aren’t confident about their savings skills.

  • By: Staff
  • February 11, 2013 September 6, 2018
  • 11:46

Your clients won’t meet 2013 retirement goals: CIBC

The majority of Canadians (60%) plan to invest in their retirements this year. But does that matter?

  • By: Staff
  • February 11, 2013 September 6, 2018
  • 10:19

Rearranging retirement

Volatile markets make clients unsure about when they’ll stop working. How to plan for an uncertain time horizon.

OAS change won’t disrupt retirement plans

Many Canadians aged 45 to 54, the first age group to be affected by the OAS age increase proposed by the government, were already planning…

  • By: Katie Keir
  • February 4, 2013 September 6, 2018
  • 11:00

Retirement planning: A case study

Although the idea of financial planning is now well accepted, planners still face a number of hurdles.

Why GICs often beat bonds

GICs have never enjoyed much respect from investors or their advisors.

Hot topics: CPP and OAS New Rules

he federal government recently made significant changes to the Canada Pension Plan (CPP) and Old Age Security (OAS). Will the new rules make a big…

  • February 4, 2013 April 21, 2023
  • 00:00

Shadan and Reza: Retirement Resource Centre Case Study

In 2011, 248,748 people became permanent residents of Canada1, arriving from all corners of the world. They are managers, professionals, skilled and technical workers, clerical…

  • February 4, 2013 April 21, 2023
  • 00:00

Equity returns propel Canadian pensions: RBC

Global equity and real estate returns boosted Canadian pensions in Q4 2012.

  • By: Staff
  • January 29, 2013 September 6, 2018
  • 10:07

When family duty alters retirement plans

George and Teresa had planned to retire when George, who has a defined-benefit pension, turns 60 in three years.

3 ways to create an insurance trust

An insurance trust is a tool that can allow a policy owner to control the timing and use of insurance proceeds following the death of…

  • By: Mike George
  • November 26, 2012 September 6, 2018
  • 05:55

CPP and life expectancy

Knowing the best time to apply for CPP depends on how long you think you'll be alive

Why you should be a control freak

I focus all my energy on what I can control and don’t stress about the rest.

Faceoff: Is costlier insurance cost-effective?

Canadian insurers have gone through two rounds of price increases since December 2010. Does pricier insurance still make sense for clients who want to leave…

Residency rules snowbirds need to know

Avoiding Canadian winters by heading to the warmer climate of the southern United States has long been a common goal for Canadian retirees. These snowbirds…

Retirement income: Back-to-back annuities

Set it up and leave it alone?

Reliable retirement income streams

Retirement may be the new 40, some advertisers suggest: Retirees are only as old as they feel, and the world is their oyster. That may…

  • By: Scot Blythe
  • November 1, 2010 September 4, 2018
  • 14:20

Growing income during retirement

Every RRSP season, we try to think up clever campaigns in an effort to mine retirement assets—I like to call it the Old Rush.

  • By: Fred Pinto
  • February 1, 2010 September 6, 2018
  • 05:55

Faceoff: TFSA vs RRSP

Which is better?

The great divides

Latté or buzz juice? Health drink or tea? A client’s choice speaks volumes about the generational landscape.

Boomers in the dark about their retirement needs

Besides what TV program is on at noon, the big question for soon-to-be retirees is how much money they will need to survive in their…

X missed the spot

The next generation is cynical, suspicious and cheap. Reality bites

The new retirement math

What happens at retirement?