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Future of U.S. estate tax in doubt

Future of U.S. estate tax in doubt

Jamie Golombek discusses how proposed changes to the U.S. estate tax could affect high net-worth Canadians

Deciphering divorce clues

Deciphering divorce clues

Eva Sachs discusses telltale signs that a couple may be considering divorce, and how advisors can persuade clients to share this information

  • By: Eva Sachs
  • November 16, 2017 August 14, 2018
  • 17:00
Constructive divorce planning options for clients

Constructive divorce planning options for clients

Eva Sachs outlines options that advisors can share with clients navigating separation or divorce

  • By: Eva Sachs
  • November 8, 2017 August 14, 2018
  • 16:00
Key yearend tax planning tips

Key yearend tax planning tips

Jamie Golombek helps advisors get ready for yearend tax planning

Evolving corporate tax proposals make RRSPs a smart choice for business owners

Evolving corporate tax proposals make RRSPs a smart choice for business owners

Jamie Golombek explains that the federal government’s evolving proposals to change corporate tax structures highlight RRSPs and TFSAs as smart strategies for business owners

An alternative approach to minimizing risk

Advisors can use a growing array of alternative investment strategies to help clients reduce volatility in their portfolios

Smoothing out returns in volatile times

With low interest rates and high equities valuations posing risks for investors, advisors can help clients find ways of adding some predictability to their portfolios

Five tips for organizing a family meeting

Families that gather to discuss estate goals increase the likelihood of a successful wealth transfer

  • By: Leah Golob
  • August 25, 2017 August 14, 2018
  • 11:30

How mature students can fund post-secondary education

Students can take advantage of tuition tax credits to reduce their tax burden

Contributing to post-secondary tuition builds confidence: poll

Contributing to post-secondary tuition builds confidence: poll

College or university students who pay at least 75% of their schooling costs feel more confident in financial decision-making and budgeting

  • By: Leah Golob
  • August 16, 2017 August 14, 2018
  • 12:50

Having a direct beneficiary could cause problems for wealthy clients

Naming a second spouse or a grandchild as the direct beneficiary of an account could lead to various unintended consequences

Bridging the financial planning gap

Most advisors offer financial planning, but only about half of clients have a plan

Three key estate-planning questions

Discussing these issues can save your clients trouble in the long run

Helping millennials start saving

Helping millennials start saving

Young clients may be too busy having a good time to worry about saving for retirement, but you can plant the seed

Risks faced by retired clients

Risks faced by retired clients

Longevity and unexpected health-care costs could derail many clients’ plans

Risks faced by retired clients

Helping clients understand the “good” side of risk

Without some risk, adequate returns over the long term are unlikely

Last-minute RRSP tips

Last-minute RRSP tips

Don’t be just an order taker; discuss overall strategy with your clients

Help clients understand financial planning

Help clients understand financial planning

Use visual tools to tell your story and show the power of compounding

Five retirement myths

Misconceptions about debt and home equity can give clients a false sense of security

Contributing to post-secondary tuition builds confidence: poll

Solving the education puzzle

Can your clients help their children without endangering their own retirement?

Middle-income Canadians face sizeable debt burden: StatsCan

Helping your clients reduce debt

Encourage them to find ways to lower expenses and set a clear plan

Estate planning: Common issues to look out for

Estate planning: Common issues to look out for

Clients are likely to appreciate having potential problems flagged

Initiating the estate planning conversation

Failure to plan can leave families with messy problems after clients pass away

Get your clients to control holiday spending

You can help them stay on track and avoid spending more than they can afford