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Famous Danish philosopher Soren Kierkegaard described anxiety as “the dizziness of freedom.” And there’s something to that. Routines form the fabric of most people’s lives, and a deviation from the routine can be disorienting and even frightening. Small wonder the prospect of retirement often generates a fair bit of anxiety in clients who worry about […]

  • April 20, 2017 September 6, 2018
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“Retirement is like a long vacation in Vegas,” former Wall Street Journal columnist Jonathan Clements once wrote. “The goal is to enjoy these years to the fullest, but not so fully that you run out of money.” Easy to say. Not always so easy to do. But advisors can help clients plan for the “good” […]

  • March 23, 2017 September 6, 2018
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So much of retirement planning involves calculation – how much clients need to save, how much cash flow they require, and for how long. But while retirees can’t possibly plan for every eventuality, they can and should try to ensure they’re ready to face whatever comes their way. Here are four innovative ways to help […]

  • February 23, 2017 September 6, 2018
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When it comes to clients having a happy retirement, a fat nest egg and good health are great places to start. Sometimes, however, an out-of-date attitude about aging can prevent them from enjoying what should be a rewarding and fulfilling time of life. Here are four New Year’s resolutions that can help promote healthy aging. […]

  • January 26, 2017 September 6, 2018
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The old adage, “Today is the first day of the rest of your life,” is never truer than on a client’s last day on the job. And advances in medical technology mean that, for many, the rest of their life could be a very long time. [custom-html id=1] You might also like… Funding a second […]

  • December 15, 2016 September 6, 2018
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As you’ve no doubt seen in your practice, clients take many different paths to reach retirement. But unless they have a gold-plated pension, many will not simply quit work on retirement, never to work again.

  • November 17, 2016 September 6, 2018
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There has been much doom and gloom surrounding the discussion of retirement in Canada recently.

  • October 20, 2016 September 6, 2018
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What clients can learn from Penny Oleksiak and Michael Phelps.

  • September 22, 2016 September 6, 2018
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For most clients, building personal wealth is the cornerstone of any plan to achieve a happy, healthy retirement.

  • August 25, 2016 September 6, 2018
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Financial planning is a marathon event, requiring years of saving, investing and good decision making.

  • July 14, 2016 September 6, 2018
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