Should your client consider a copycat annuity?
What to know when commuting a pension
Top Stories in Retirement
For seniors, divorce can mean emotional but not financial freedom
Divorcing later in life can seriously impact one’s finances
- By: Sharon Ho
- October 15, 2018 October 15, 2018
- 16:43
OSC offers ideas to remove retirement planning barriers
Tactics to triumph over client inertia
- By: Staff
- July 27, 2018 September 7, 2018
- 00:00
Retirement News
Advice for an active senior facing longevity risk
Client who might live to 100 has questions
- By: Suzanne Yar Khan
- July 13, 2018 September 10, 2018
- 00:00
Expert confidential: Dr. Arlin Pachet
What to expect in a capacity assessment
- By: Susan Goldberg
- July 13, 2018 September 10, 2018
- 00:00
Canadians underestimate retirement costs: study
Canadians aren’t saving as much for retirement as their global peers and are underestimatimg the costs of retirement, says a report from Schroders. The Global…
- By: Staff
- July 11, 2018 September 6, 2018
- 00:00
CPP: A good bang for the buck?
Evaluating the Canada Pension Plan's value
- By: Curtis Davis
- June 18, 2018 September 9, 2018
- 00:00
Are you entitled to a commuted value?
Rules on commuting pensions and how values are calculated
- By: Lea Koiv and William C. Kennedy
- June 18, 2018 September 9, 2018
- 00:00
Supporting clients with dementia, and their caregivers
Dementia is an overarching term for a set of symptoms
- By: Susan Goldberg
- June 7, 2018 September 10, 2018
- 00:00
Does your elderly client need dispute resolution?
How such a service works
- By: Susan Goldberg
- May 18, 2018 September 6, 2018
- 00:00
Estate planning concerns for a blended family
Couple with kids from previous marriages considers adoption
- By: Suzanne Yar Khan
- May 11, 2018 September 10, 2018
- 00:00
Help clients design end-of-life plans
Assistance for navigating a tough time
- By: Susan Goldberg
- May 4, 2018 September 6, 2018
- 00:00
When retirees are overextended by extended family
Unpleasant surprises can await clients who have planned for reduced expenses in retirement
- By: Michelle Schriver
- April 13, 2018 September 7, 2018
- 00:00
Deceased mom’s estate causes tax nightmare
Not getting professional advice was just one of her mistakes
- By: Suzanne Yar Khan
- April 13, 2018 September 7, 2018
- 00:00
OSC outlines initiatives to help Ontario’s senior investors
The OSC has outlined new initiatives to respond to the needs of older investors.
- By: Staff
- March 20, 2018 September 6, 2018
- 00:00
What’s the most tax-efficient retirement income source?
Here's help to find the answer to this pressing client question
- By: Curtis Davis
- March 16, 2018 September 7, 2018
- 00:00
Five things that can sink your clients’ retirement ship
Most clients dream of cruising off into the sunset in retirement, but the journey is rarely that easy and carefree.
- By: Camilla Cornell
- February 22, 2018 September 6, 2018
- 00:00
New Year’s resolutions for retirement planning
The dawn of the new year offers clients an opportunity to rethink and regroup, and to deal with some of those life and financial matters…
- By: Camilla Cornell
- January 18, 2018 September 6, 2018
- 00:00
How clients can ramp up their retirement security
When it comes to retirement, many clients fear running out of cash while they still have plenty of living to do.
- By: Camilla Cornell
- December 21, 2017 September 6, 2018
- 00:00
Wealthy couple worries about worldwide estate value
Experts discuss tax mitigation and retirement options
- By: Suzanne Yar Khan
- November 27, 2017 September 6, 2018
- 00:00
Divorce leads to small business headaches
What happens when business can't go on as usual?
- By: Simon Doyle
- September 22, 2017 September 6, 2018
- 00:00
Case study: Small business owner debates expansion
How much should tax brackets matter?
- By: Simon Doyle
- May 19, 2017 September 6, 2018
- 00:00
When your clients know their date of death
With the assent of Bill C-14 in 2016, advisors will increasingly serve clients who choose medical assistance in dying. Here a financial planner, a lawyer…
- By: Susan Goldberg
- January 25, 2018 September 6, 2018
- 00:00
The high costs of falling
Prevention and education can significantly reduce the risk of falls. A single fall can derail a carefully planned retirement. Advisors can learn the facts about…
- By: Susan Goldberg
- December 22, 2017 September 6, 2018
- 00:00
Is your client emotionally ready to sell and rent?
Emotional, practical and physical factors are often as important as financial ones when it comes to selling the family home
- By: Susan L. Goldberg
- November 30, 2017 September 6, 2018
- 00:00
Hot topic: Dealing with longevity risk
When clients transition from their “saving years” to having to live off their assets, they face a number of new risks. Primary among them is…
- By: Camilla Cornell
- December 2, 2014 September 6, 2018
- 00:00
Hot topic: Should you become your clients’ estate planning expert?
The baby boomers have had an impact on Canadian society ever since they came kicking and screaming into the world between the years 1946 and…
- By: Camilla Cornell
- September 9, 2014 September 6, 2018
- 00:00
Hot topic: What are the best sources of yield for retirees entering the drawdown phase?
Few would argue that the vast majority of Canadians are struggling to build a nest egg for their retirement. Millions of them are nearing, or…
- June 9, 2014 September 6, 2018
- 00:00