Boomers – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Tue, 11 Jul 2023 20:28:27 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Boomers – Advisor's Edge https://phoenix.advisor.ca 32 32 Can your client afford to help her adult children? https://phoenix.advisor.ca/my-practice/conversations/re-evaluating-retirement-income/ Tue, 11 May 2021 13:30:12 +0000 https://www.advisor.ca/?p=194887 Re-evaluating retirement income

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]]> Tax and estate concerns at different life stages https://phoenix.advisor.ca/tax/tax-news/tax-and-estate-concerns-at-different-life-stages/ Fri, 25 Oct 2019 17:00:22 +0000 https://www.advisor.ca/?p=171504 Tips for serving clients of all ages

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]]> Millennials still aren’t investing for the long term https://phoenix.advisor.ca/news/industry-news/millennials-still-arent-investing-for-the-long-term/ Tue, 07 Nov 2017 09:42:20 +0000 https://avatar.advisor.ca/uncategorized/millennials-still-arent-investing-for-the-long-term/ More than half cite retirement as their top financial goal, finds a report.

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]]> KY(A)C: Know your (affluent) client https://phoenix.advisor.ca/news/industry-news/kyac-know-your-affluent-client/ Thu, 01 Dec 2016 10:16:12 +0000 https://avatar.advisor.ca/uncategorized/kyac-know-your-affluent-client/ The high-net-worth market is driven by macro trends such as demographics, changing retirement patterns, and clients’ desire for relationships with their advisors, reveals a report by Investment Planning Counsel (IPC). Capitalizing on these trends might be a sure path to your success. That’s because the number of mid-tier affluent investors (those with $500,000 to $1 […]

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]]> Back to the future for Retirement Compensation Arrangements https://phoenix.advisor.ca/news/industry-news/back-to-the-future-for-retirement-compensation-arrangements/ Fri, 08 Apr 2016 00:04:00 +0000 https://avatar.advisor.ca/uncategorized/back-to-the-future-for-retirement-compensation-arrangements/ Do not adjust your sets—RCAs are back

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]]> Why bond yields will be low for the next decade https://phoenix.advisor.ca/investments/market-insights/why-bond-yields-will-be-low-for-the-next-decade-2/ Thu, 12 Nov 2015 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/why-bond-yields-will-be-low-for-the-next-decade-2/ The aging population represents a headwind for the Canadian economy.

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]]> Are boomers to blame for U.S. economy? https://phoenix.advisor.ca/news/industry-news/are-boomers-to-blame-for-u-s-economy/ Mon, 09 Nov 2015 11:47:44 +0000 https://avatar.advisor.ca/uncategorized/are-boomers-to-blame-for-u-s-economy/ They should pay more to help the U.S. economy -- either through higher taxes or lower benefits, says one writer.

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]]> The best buy-and-hold lesson https://phoenix.advisor.ca/investments/market-insights/the-best-buy-and-hold-lesson/ Fri, 08 May 2015 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/the-best-buy-and-hold-lesson/ The past few months, I’ve noticed a telling trend: the average overpayment for houses in my neighborhood far exceeds what I paid

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]]> More than half of U.S. boomers don’t have an advisor https://phoenix.advisor.ca/news/industry-news/more-than-half-of-u-s-boomers-dont-have-an-advisor/ Tue, 11 Nov 2014 10:40:23 +0000 https://avatar.advisor.ca/uncategorized/more-than-half-of-u-s-boomers-dont-have-an-advisor/ While most middle-income boomers in the U.S. have a hairdresser (73%), mechanic (66%), or handyman (52%), only 41% use a financial professional.

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]]> Sandwich gen short $560K for retirement https://phoenix.advisor.ca/news/industry-news/sandwich-generation-short-560000-for-retirement/ Tue, 12 Aug 2014 00:01:54 +0000 https://avatar.advisor.ca/uncategorized/sandwich-generation-short-560000-for-retirement/ Many Canadians in the sandwich generation are worried about retirement savings.

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