Financial Planning

Special Report on Retirement 2017

In this special feature: keeping clients calm; downsizing the family home; getting the most from spousal RRSPs and much more from the Mid-November 2017 issue of Investment Executive.

In this Special Feature

  • No fear: Keeping retired clients calm

    Many people are more afraid of running out of money than of dying. Advisors need to ensure retired clients act prudently

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  • Should your clients sell the house?

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  • For better or for worse

    Spousal RRSPs can be a simple and effective tax-saving strategy for married and common-law couples. But these accounts are not for everyone - and have potential drawbacks

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  • Help older clients control debt

    A desire to help children and grandchildren - combined with the availability of credit - is encouraging many elderly clients to carry debt into retirement

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  • ETFs: The value of starting early

    Millennial clients who begin a low-cost plan of saving for retirement now will reap the benefits over time. We asked two portfolio managers with ETF expertise to craft portfolios for a hypothetical millennial client who's investing for retirement

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  • Helping the kids inherit

    Many affluent families worry that a large inheritance will rob their children of motivation. There also are concerns about how they will handle the money. Here's how you can help

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  • Stocks for an aging population

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  • CPP: Answering your questions

    Many clients rely on the Canada Pension Plan to form at least part of their guaranteed retirement income. But deciding when to take the benefit, as well as several other issues, can be vexing. An expert provides some of the answers

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  • How to help "Silver Surfers"

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  • Women face different headwinds

    Women are very concerned about maintaining support for their families. They also are more likely than men to be single later in life and to have suffered loss of income and capital as a result of divorce or their partner's death

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  • New risks for fixed-income

    With interest rates beginning to inch higher after ultra-low levels over the past several years, generating decent returns from a fixed-income portfolio remains a challenge

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