What not to do in estate planning
To say estate planning can be problematic is a gross understatement. Administering an estate can be compared to undertaking a renovation—it’s almost guaranteed something will go wrong.
New this month from Sun Life Financial
A more tax-efficient way for your clients to leave a lasting legacy (Video)
Maybe it’s time for your clients to rethink how they’ll leave their mark on the world. They might be surprised at the options and control they have over their estates.
“Instead of your clients directing their money to the federal and provincial governments through taxes, help them direct it to their families and the organizations that matter to them.”
Why older adults are detouring the workforce exit
Boomers are redefining retirement, erasing the line in the sand between steady employment and a definitive retirement age. The reality is that Canadians are living and working longer.
Boomerpreneurs turn hobbies into retirement income
The fact that we’re living longer is welcome news, but many boomers might be wondering if they’ll have enough income to enjoy an extended retirement.