The QWeMA Group, a division of CANNEX, has patented its method for determining optimal retirement portfolio withdrawal rates in the face of longevity risk.
Which stock market fares better during inflationary times? This was one of the questions Jim Otar, financial planner and founder of RetirementOptimizer.com, answered during a presentation hosted by CFA Society Toronto.
Still need a few more CE credits before year-end? Prolific retirement guru Jim Otar has you covered once again with a new course.
About one-fifth of investors will dip into home equity to supplement retirement incomes.
The products aim to help investors stretch retirement incomes.
Annuities can work, even in a low-rate environment
Knowing how prices will really rise is critical to protecting retirees
Todd Stanislawski is a 65-year-old retired math teacher living in Kamloops, B.C. He just inherited $250,000 and isn’t sure if he should invest it, or repay the $200,000 he owes on a home equity line of credit (HELOC).
While most middle-income boomers in the U.S. have a hairdresser (73%), mechanic (66%), or handyman (52%), only 41% use a financial professional.
Meeting expenses is challenging for many Canadians aged 55 and older, finds a survey by the Chartered Professional Accountants of Canada.