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
Investing in real assets is a 5-to 10-year commitment
From the need for reading glasses to cataract and more serious vision concerns, declining vision is an almost inevitable part of the aging process. Susan…
45% of pre-retired Ontario homeowners are relying on the value of their home increasing to fund their retirement.
What happens when business can't go on as usual?
The World Economic Forum recently published a discussion paper titled, “We’ll Live to 100. How Can We Afford It?” It makes the case that, with…
More than 40% of Canadian entrepreneurs will exit their businesses to retire in the next five years, finds a study by BDC. And 52% of…
Retirement is a happy time for clients -- but it can also be stressful as they adjust to a new way of life
Yes, economies worldwide continue to gradually recover from the financial shocks of 2008 and the tremors that followed. In terms of GDP growth, though, the…
To many clients, retirement may seem a distant dream. Yet as the date looms, they often feel anxious and edgy about these life changes. Are…
All clients are affected, not only those in their 60s
Divorce hurts. And it can be hardest on those who experience it later in life. They feel betrayed and vulnerable. It doesn’t matter if it…
This month’s Global View offers observations on how clients can stretch the money they already have to get the retirement they want.
Millennials want to look beyond debt repayment
It can be hard to change jobs, especially if it involves shifting to an entirely different industry.
Indeed, the world of investing can be intimidating. But clients who opt for a thoughtful, steady approach will be best-positioned for long-term success.
Seems Peter Mansbridge, 68, had been mulling retirement for nearly 20 years before he announced that July 1, 2017, would be his last day as…
When pension plans and benefits change, clients might need your help
Don't just set and forget
And why implementation should be delayed
There’s one thing you can tell clients who foresee retiring before paying off the mortgages on their principal residences: They’re not alone.
How much should tax brackets matter?