As the financial quarterback for my clients, it is important that I know about any life event and incorporate it into their financial plan.
Retirement has been redefined in the past few years for your aging clients; most commonly, people are continuing to work into their retirement years. But, is doing so a necessity or choice?
The average bankrupt Canadian is older and has growing debt.
Michael Falk of Focus Consulting discusses how to build a retirement fund at today’s Morningstar Investment Conference Canada.
Nigel Chamberlain (name changed) spent 35 years serving patients in his Calgary psychiatric practice and acting as an expert witness during court proceedings. But he’d neglected the investment side of his finances.
An unfortunate reality today is that some clients are finding themselves without work
Real retirement savings stories may inspire your clients.
In July, a CIBC poll revealed a startling 59% of Canadian retirees are in debt. What’s most concerning is that only two years ago, that number was closer to 40%.
The number of Canadians expecting to be retired at age 66 has declined by almost 50% in five years, finds Sun Life Financial’s annual Canadian Unretirement Index.
The first Canadian baby boomers have hit official retirement age. Some may have retired early and later cohorts will wonder if they can follow suit. They all face the same questions: Is time on their side, or will they have to delay retirement? Will they have enough to live on?