Renovate a home so clients can age in place
Tips (and costs) for an accessible home
- By: Melissa Shin
- November 7, 2022 November 4, 2022
- 10:30
Tips (and costs) for an accessible home
Retirement doesn’t look the same as it did 20 years ago. Plans shouldn’t, either.
More than just income, employment can provide a reason to get out of bed in the morning
Behavioural tips to address the savings gap
Experts urge caution with this approach
There are ethical and practical considerations when selling your book
We asked three retired advisors
We talk to a proponent of the Financial Independence Retire Early movement
After recent turmoil, clients may be more willing to consider high-risk events
An investment plan does not equal a financial plan
Going beyond investments with clients remains a good way to add value, particularly in down markets
Advisors discuss the need to prepare for tough times
Digitization can provide product advice, but clients still want to talk to humans
My Financial Benchmark and Financial Calculators will be in one hub
Fewer than one-third of advisors surveyed had a defined marketing strategy
A welcome industry development gets a critical assessment
Advisors can help clients build confidence and financial well-being
Advisors can help clients with debt and long-term goals
This generation brings a different approach to work
An OSC enforcement action against a former rep has extended an existing suspension
Examining how taxes, expected investment outcomes and utility can affect asset location
Applicants will still be required to submit a comprehensive financial plan and complete a technical exam
Be sensitive to the psychology and life-stage perspective of retirees
Retirees are re-assessing how they deal with financial markets
The process of aging can take its toll