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
Latest news in 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
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
How to build a better RRSP portfolio
Minimize the risk of not achieving targeted replacement income
- By: Mark Yamada
- March 16, 2018 September 7, 2018
- 00:00
Five things that can sink your clients’ retirement ship
Most clients dream of cruising off into the sunset in retirement, but the journey is rarely that easy and carefree.
- By: Camilla Cornell
- February 22, 2018 June 23, 2023
- 00:00
Learning to love your future self
Rituals, apps and other methods to help clients overcome an aversion to saving
- By: Mark Burgess
- February 17, 2018 January 5, 2024
- 00:00
How much retirement saving is enough?
What advisors can do to answer the question on every client's mind
- By: Mark Burgess
- February 17, 2018 January 5, 2024
- 00:00
When senior clients can’t—or won’t—retire
It’s time to retire assumptions about retirement
- By: Michelle Schriver
- February 17, 2018 May 14, 2019
- 00:00
What the IPP numbers look like in 2018
Find out what individual pension plans could pay in retirement benefits and terminal funding
- By: Lea Koiv and Mark Lesniewski
- February 15, 2018 September 7, 2018
- 00:00
Managing assets for a parent with Alzheimer’s
Help a son handle the finances for his incapacitated father
- By: Suzanne Yar Khan
- January 25, 2018 July 12, 2023
- 00:00
When your clients know their date of death
With the assent of Bill C-14 in 2016, advisors will increasingly serve clients who choose medical assistance in dying. Here a financial planner, a lawyer…
- By: Susan Goldberg
- January 25, 2018 July 13, 2023
- 00:00
New Year’s resolutions for retirement planning
The dawn of the new year offers clients an opportunity to rethink and regroup, and to deal with some of those life and financial matters…
- By: Camilla Cornell
- January 18, 2018 July 13, 2023
- 00:00
The high costs of falling
Prevention and education can significantly reduce the risk of falls. A single fall can derail a carefully planned retirement. Advisors can learn the facts about…
- By: Susan Goldberg
- December 22, 2017 April 21, 2023
- 00:00
How clients can ramp up their retirement security
When it comes to retirement, many clients fear running out of cash while they still have plenty of living to do.
- By: Camilla Cornell
- December 21, 2017 July 13, 2023
- 00:00
Engage older workers to boost the economy: report
Canada needs to reduce barriers to employing older workers as the aging population grows, a report from PwC says. Canada ranked 16 out of 34…
- By: Staff
- December 13, 2017 September 6, 2018
- 14:51
Seniors financially supporting younger generations: survey
It’s not uncommon for seniors to help their children and grandchildren with paying down debt, making down payments, and covering the cost of education and…
- By: Staff
- December 11, 2017 September 6, 2018
- 13:16
Is your client emotionally ready to sell and rent?
Emotional, practical and physical factors are often as important as financial ones when it comes to selling the family home
- By: Susan Goldberg
- November 30, 2017 July 13, 2023
- 00:00
How can Canada better address pension portability?
Defined benefit membership is continuing to fall
- By: Jennifer Paterson, Benefits Canada
- November 29, 2017 September 6, 2018
- 00:00
Wealthy couple worries about worldwide estate value
Experts discuss tax mitigation and retirement options
- By: Suzanne Yar Khan
- November 27, 2017 July 13, 2023
- 00:00
Why IPPs can help more business owners than you’d expect
Wages and ages matter
- By: Lea Koiv and William C. Kennedy
- November 24, 2017 February 28, 2019
- 00:00
Canada behind peers in raising retirement age: report
Canada is not keeping up with its G7 peers
- By: Staff
- November 23, 2017 September 6, 2018
- 00:00
Advance planning puts clients ahead of the curve
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…
- By: Camilla Cornell
- November 23, 2017 July 13, 2023
- 00:00
What 80-somethings expect from their advisors
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…
- By: Michelle Schriver
- November 15, 2017 December 5, 2022
- 00:00
RRSP, pension limits are outdated, report says
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…
- By: Staff
- November 7, 2017 September 12, 2018
- 16:22
Watch for signs of elder abuse, warns NASAA
Here are some red flags of suspected financial abuse by guardians.
- By: Staff
- October 31, 2017 September 6, 2018
- 00:00