Planning

One-fifth of young boomers have zero retirement savings

Franklin Templeton study finds 46% of this group would consider postponing retirement

By Staff |May 8, 2019

2 min read

CIBC poll finds 63% of Canadians view tax refunds as an unexpected ‘windfall’

Refunds are indicative of poor tax planning, according to CIBC’s Jamie Golombek

By Staff |April 4, 2019

2 min read

Help single clients plan for retirement

47% of those planning to retire solo are worried they'll outlive their retirement savings. Here are some tips.

By Staff |January 23, 2018

2 min read

Can your client afford an 18-month parental leave?

When Ottawa announced changes to EI parental leave benefits last year that will allow new mothers to receive benefits for 18 months, Heather Wilson was excited about the possibility of spending more time with her baby. But after digging into the changes, Wilson and her husband are probably going to stick with the 12-month option. […]

By Craig Wong, The Canadian Press |January 18, 2018

3 min read