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How to retire after a mid-50s marriage

A couple in their mid-50s are planning to retire, but they're also engaged to be married.

  • By: Staff
  • September 1, 2016 September 6, 2018
  • 00:00

5 issues that will impact retirement plans

For most clients, building personal wealth is the cornerstone of any plan to achieve a happy, healthy retirement.

Tips for assessing capacity

Can your client still make financial decisions? In the first of a two-part series, Susan Goldberg discusses red flags that might signal diminished capacity.

Raise retirement age to 69, says Germany’s central bank

Germany's central bank argues the country's retirement age should be raised by another two years.

Help clients find purpose in retirement

A new book advocates re-balancing work and leisure in order to create a low-stress, sustainable lifestyle.

  • By: MoneySense
  • August 3, 2016 September 6, 2018
  • 00:00

Should my client work part-time in retirement?

If your client is wondering whether to work part-time in retirement, the short answer is yes.

  • By: Staff
  • July 28, 2016 September 6, 2018
  • 00:00

What kind of retiree is your client?

Without a context for the money, a financial retirement plan has less value, says Susan Goldberg.

Which country ranks #1 in retirement security?

Canada ranks #10. Read which countries beat us and why.

  • By: Staff
  • July 19, 2016 September 6, 2018
  • 00:00

Keep clients focused on the ‘finish line’

Financial planning is a marathon event, requiring years of saving, investing and good decision making.

Give your clients a ‘retirement checkup’

The dawn of retirement marks an excellent time for clients to reassess everything from spending habits to marital health.

How to talk to grown-up kids about estate plans

The author thanks her dad for being upfront about his financial plans, and offers tips for family discussions about money.

Life annuities: Consider liquidity risks

Investors may want guaranteed income, but consider whether they need liquidity.

  • By: Katie Keir
  • June 7, 2016 September 6, 2018
  • 06:59

Massive wealth transfer to boost boomers’ assets by 20%

Baby boomers in Canada will inherit approximately $750 billion over the next decade.

  • By: Staff
  • June 6, 2016 September 7, 2018
  • 00:00

Helping clients actually enjoy their money

Susan Goldberg discusses how advisors can help over-savers enjoy (at least some of) their money in the here and now.

Help clients see beyond closed doors to a happy retirement

Alexander Graham Bell once said “when one door closes, another door opens.” The problem, he concluded: “We often look so long and so regretfully upon…

5 questions to ask when doing end-of-life planning

Susan Goldberg discusses how to talk to clients about planning for dying.

Flexibility is key for today’s retirees

The observation deck atop the CN Tower in Toronto has a built-in sway of 0.48 metres (1.7 feet). The reason? As engineers have long known,…

Physician-assisted dying: An opportunity for client education

Susan Goldberg discusses how physician-assisted dying legislation affects estate planning.

How Budget 2016 will impact your client’s retirement

Every financial plan is subject to two budgets per year: one federal, one provincial.

Planning can help clients roll with the punches in retirement

Many people view retirement as a time to do all the things they couldn’t fit in while they were working – travelling, hanging out with…

Aging real estate titans face oversized tax bill

Two business owners must confront their long-ignored financial plan

Investing in a negative rate world

What happens when your clients have to pay the bank to hold their money?

5 ways to protect your business

In spite of your efforts to get clients investing in RRSPs year-round, too many wait until the last minute to make their contribution.

Decumulation and retirement tips

How do you help a retiree who is in the decumulation phase of life? Advisor Group’s Editorial Advisory Board provides insights.

  • By: Staff
  • February 5, 2016 September 6, 2018
  • 00:13

4 threats to your clients’ nest eggs

It has been a tough year for Canadian investors. Plunging oil prices, having among the developed world’s worst stock market (only Greece and Singapore fared…