How to retire after a mid-50s marriage
A couple in their mid-50s are planning to retire, but they’re also engaged to be married. Financial planner Jason Heath offers insight on how their investment strategy might be affected.
New this month from Sun Life Financial
8 tips to make women investors your clients for life
80% of Canadian women change advisors within a year of their husband’s death. Here are some tips to help you make a positive connection with women investors.
Keeping up with the Joneses — are lifestyle choices affecting retirement plans?
Over half of all Canadians bend the truth when it comes to talking about their financial status and may be underestimating the ability to maintain their lifestyle in retirement.
Pensions and divorce: Who gets what?
The basics about pension credit splitting in the CPP/QPP, private pension plans and RRSPs.
When adult kids won’t fly the coop
Forget the empty nest. Plenty of boomers still have a full house — and it could affect their retirement.
Rocco Taglioni, SVP, Sun Life, discusses how “always on” portfolio access for clients can threaten long-term goals