Home Retirement Retirement News Page 9

Latest news in Retirement News

Retirement planning isn’t one-size-fits-all

Self-described “black, lesbian, mother, warrior, poet” Audre Lorde once commented, “It is not our differences that divide us.

What does a Liberal government mean for your clients?

Bryan Borzykowski, Toronto-based business journalist, weighs in on how the Liberals’ financial changes will affect Canadians.

Business and investment advice for a wealthy Vancouver couple

Vancouver-based couple needs advice on restructuring

Five things clients can control in retirement planning

Planning for retirement involves chasing a constantly moving target. The government changes, and the rules and tools change with it.

Ontarians worry about poverty in retirement: poll

More than half of Ontarians without workplace pensions are saving nothing.

  • By: Staff
  • November 24, 2015 September 6, 2018
  • 00:00

What the new RRIF rules mean for estate planning

Clients can keep more money in their retirement accounts for longer. While that gives them more options, it could also mean they’ll end up with…

Retirement by the generations

When it comes to funding retirement, the boomers are up against the most pressing challenge – even the youngest of the cohort face imminent retirement.

What to do about our debt

Personal debt levels are at record highs and that could become another problem for the Canadian economy.

Dream retirement takes planning

Twin chairs on the beach with a sunset in the distance. Or the opportunity to write a book, start a business or work part time…

Copyright violation leaves musician’s income at risk

Help a terminally ill father, and his daughter, protect a legacy

Laddered bonds: Are they right for your client?

Bryan Borzykowski, Toronto-based business journalist, weighs in on laddered bonds

Retirement’s big questions

Retirement is naturally a time of transition. Not only are clients saying goodbye to workplace friends and colleagues, they’re learning to manage on a fixed…

Dealing with dollars, inflation and rates

Boomers have a lot more to worry about than simply making sure their money lasts through retirement. Economic factors could impact even a well-thought-out plan.

4 things that can derail retirement

You’ve heard about the best-laid plans of mice and men? Well, when it comes to retirement planning, unforeseen expenses can have a devastating effect on…

Young, rich and tax savvy

For the under 50 high-net-worth set, money may be no object. But that doesn’t mean wealthy Canadians don’t need a sound financial plan.

10 features of an ideal retirement system

CFA Institute has partnered with Mercer to identify key principles of an ideal system

  • By: Staff
  • July 10, 2015 September 6, 2018
  • 13:34

Most retirees worried about running out of money

How are Canadians faring in retirement? Are they retiring when planned? A new report from Angus Reid shows many fear they'll run out of money.

  • By: Staff
  • July 2, 2015 September 6, 2018
  • 00:00

Can you secure solid returns with low volatility?

Over the past few years, retirement planning has undergone a major shift. Advisors used to tell people to get more conservative as they got older,…

Myths and misconceptions about retirement

Clients sometimes have a difficult time wrapping their heads around just how much money they’re going to need in retirement and (more to the point)…

Retirees may be reluctant to sell homes

Many pre-retirees fear running out of money, but are already too attached to their homes.

  • By: Staff
  • June 8, 2015 September 6, 2018
  • 00:00

Dividends aren’t just for income anymore

Yielding stocks often help retirees with their day-to-day expenses, but with people living longer, it may be better to reinvest the dividends instead.

What’s threatening your clients’ retirement plans

Accumulating a hefty retirement fund isn’t a piece of cake in today’s world. But as this month’s round-up makes clear, sometimes clients are their own…

Help an elderly client bequeath valuable land

Cancer diagnosis means a client needs to fast-track her decision on whom to leave the land to—and how.

Should we scrap seniors’ discounts?

With half a million baby boomers turning 65 every year in Canada, the government could look at cutting seniors' price breaks.

  • By: Staff
  • May 6, 2015 September 6, 2018
  • 00:00

Benefits of business ownership

These days, retirement doesn’t necessarily mean spending hours on a golf course or trekking around the world. People want to do other things with their…