Home Retirement Retirement News

Latest news in Retirement News

Arrows leave comfort zone

OSC offers ideas to remove retirement planning barriers

Tactics to triumph over client inertia

Advice for an active senior facing longevity risk

Client who might live to 100 has questions

Health insurance concept.

Expert confidential: Dr. Arlin Pachet

What to expect in a capacity assessment

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

Are you entitled to a commuted value?

Rules on commuting pensions and how values are calculated

palm youth and adults

Supporting clients with dementia, and their caregivers

Dementia is an overarching term for a set of symptoms

Does your elderly client need dispute resolution?

How such a service works

Casual Loving Husband and Wife Multi Racial Couple Portrait 

Estate planning concerns for a blended family

Couple with kids from previous marriages considers adoption

Help clients design end-of-life plans

Assistance for navigating a tough time

Deceased mom’s estate causes tax nightmare

Not getting professional advice was just one of her mistakes

When retirees are overextended by extended family

Unpleasant surprises can await clients who have planned for reduced expenses in retirement

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

How to build a better RRSP portfolio

Minimize the risk of not achieving targeted replacement income

Startup business partners working together in desktop

What you need to know about the federal budget

The 2018 federal budget highlights pharmacare, gender pay equity, additional parent support, and more.

Learning to love your future self

Rituals, apps and other methods to help clients overcome an aversion to saving

How much retirement saving is enough?

What advisors can do to answer the question on every client's mind

When senior clients can’t—or won’t—retire

It’s time to retire assumptions about retirement

What the IPP numbers look like in 2018

Find out what individual pension plans could pay in retirement benefits and terminal funding

Managing assets for a parent with Alzheimer’s

Help a son handle the finances for his incapacitated father

Engage older workers to boost the economy: report

Canada needs to reduce barriers to employing older workers as the aging population grows, a report from PwC says. Canada ranked 16 out of 34…

  • By: Staff
  • December 13, 2017 September 6, 2018
  • 14:51

Seniors financially supporting younger generations: survey

It’s not uncommon for seniors to help their children and grandchildren with paying down debt, making down payments, and covering the cost of education and…

  • By: Staff
  • December 11, 2017 September 6, 2018
  • 13:16

How can Canada better address pension portability?

Defined benefit membership is continuing to fall

Why IPPs can help more business owners than you’d expect

Wages and ages matter