Do your snowbird clients have up to date insurance to protect them during their southern stay?
Help Gen Xers find retirement stability
The famous 4% rule won’t work for many clients
How about a RRIF transfer credit?
Mothers often worry about being able to afford retirement, as well as fund their children’s education.
Many clients wish to leave money to charities after they die.
Picking a retirement community will determine your clients’ qualities of life for the rest of their years.
How to catch deductions and credits
More than half (53%) of Canadians still haven’t opened a TFSA, and 42% of this group don’t intend to open one this year, according to an ING DIRECT survey.
You have a new client and learn he has a 32-year-old son who still lives at home. The couple has two other adult children who work full-time and are independent, but their eldest refuses to work. Your client provides a monthly allowance and pays his bills, including auto insurance. Since your client is approaching retirement, you’re worried this arrangement will jeopardize his finances.