How should inflation affect retirement withdrawal rates?
Experts at the Morningstar Investment Conference discussed strategies for anxious retirees
Top Stories in Retirement
Assets surge but retirement challenges remain
Savings needs have risen alongside wealth, a C.D. Howe report says
- By: James Langton
- May 10, 2022 May 10, 2022
- 15:38
DP pools should be available to more retiring Canadians, report says
Today's retirees need more decumulation options, the report argues
- By: Katie Keir
- November 16, 2021 November 16, 2021
- 14:01
Not-so-OK boomer: Retiring workers to intensify labour shortages
Labour scarcity is likely to curb growth and boost inflation, RBC warns
- By: James Langton
- November 9, 2021 November 9, 2021
- 14:22
Canadians’ retirement outlook remains resilient: report
However, retirees have seen their retirement plans disrupted by the pandemic
- By: Maddie Johnson
- November 9, 2021 November 9, 2021
- 12:50
Autopilot OK for DC plans, says FSRA
New guidance confirms that auto-enrolment mechanisms are permitted
- By: Staff
- November 8, 2021 November 8, 2021
- 15:07
How much risk is enough?
Clients who run out of money in retirement could bring negligence claims against too-conservative advisors
- By: Michael McKiernan
- November 2, 2021 November 1, 2021
- 12:30
4% rule is no longer an ideal retirement strategy, Milevsky says
The York University professor laid out his concerns at an event this week
- By: Daniel Calabretta
- September 22, 2021 September 22, 2021
- 13:43
Pandemic sparks worries for those nearing retirement, poll finds
More Canadians expect to outlive their savings
- By: Daniel Calabretta
- August 27, 2021 August 27, 2021
- 12:07
CARP partners with Purpose Investments to promote longevity fund
Association members will get a reduction in management fees
- By: Staff
- August 10, 2021 August 10, 2021
- 12:51
OSC names members of Seniors Expert Advisory Committee
Members will serve a one-year term
- By: Staff
- June 2, 2021 June 2, 2021
- 14:40
Purpose looks to fill retirement income gap with longevity fund
The fund has characteristics of an annuity or pension, with monthly lifetime distributions when investors turn 65
- By: Mark Burgess
- June 1, 2021 June 1, 2021
- 10:04
How sustainable is the CPP?
A panoramic view of the next 75 years
- By: Jim Otar
- May 14, 2021 May 14, 2021
- 13:58
RRSP contributions remain steady despite Covid-19, advisors say
Increased savings and a hot market mean many advisors are managing client FOMO
- By: Derek Clouthier
- February 23, 2021 February 23, 2021
- 12:59
Pandemic influencing retirement priorities, survey says
More Canadians are thinking about aging at home and living closer to family
- By: Staff
- February 18, 2021 February 18, 2021
- 11:06
Pension funds ride stock markets to solid gains
The median Canadian pension plan finished a volatile year with a 10% gain, a report from Northern Trust says
- By: James Langton
- January 25, 2021 January 25, 2021
- 12:18
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
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
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
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
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
Canadians favour TFSAs over RRSPs
Educate clients so that they don’t fall into any traps
- February 21, 2019 February 21, 2019
- 13:00
Financial sacrifices make it harder for women to save for retirement
Why a plan is critical
- By: Staff
- February 21, 2019 February 21, 2019
- 11:45
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