Age and gender are more significant factors, the Angus Reid Institute finds
Identifying clients’ goals will clarify the choice
DBRS says the feds’ proposal could guard against seniors outliving their savings
Still, most are confident they'll reach their retirement goals
Good intentions are causing financial strain
Also, a separate survey finds that female investors in Alberta lack confidence
Help clients who have changed employers
Plus, how a financial plan impacts a client's retirement outlook
Survey respondents worried about postponing retirement, being unable to pay off debt
Interest income versus the dividend tax credit