Boomers

Boomers worried about cost of parent care

Canadian baby boomers are concerned about caring for their parents and financially assisting their adult children, according to a Scotiabank study.

By Staff |June 26, 2014

2 min read

How to handle retirement spending

Your boomer clients are retiring, so they’re going to be spending the money in their portfolios.

By Dean DiSpalatro |February 7, 2014

1 min read

How to structure drawdown portfolios

Your boomer clients are retiring, so they’re going to be spending the money in their portfolios. Most clients need to stay invested—and do well—if they’re to meet retirement spending targets. But some can’t handle the risk needed to fund all their lifestyle goals. You’ll be the one who delivers this news. Here are some strategies for making the message click.

By Dean DiSpalatro |February 7, 2014

5 min read

Boomers remain shaken by 2008 rout

In broad strokes, boomers have spent much of their lives embracing risk. This generation was one of the most entrepreneurial, allowing many to accumulate substantial wealth. They embraced professional advice to manage their personal finances, and all was supposed to be well as they passed into retirement.

By Staff |January 20, 2014

4 min read