From the Mid-November 2012 issue of Investment Executive newspaper. Treading carefully in RRSPs; moving nervous clients out of cash; women investors; grey divorce; mortgages; seg funds; and much more.
November 8, 2012
From the Mid-November 2012 issue of Investment Executive newspaper. Treading carefully in RRSPs; moving nervous clients out of cash; women investors; grey divorce; mortgages; seg funds; and much more.
November 8, 2012With low interest rates and rising house prices, many Canadians are carrying mortgage debt into retirement. While that's not necessarily always a poor choice, clients need to be aware of the trade-offs that they are making
Many older clients find themselves with valuable homes but too little cash. Renting part of the house might avoid selling or remortgaging
Ending a marriage later in life can mean a big financial hit, as well as lots of new issues with adult children. Planning ahead can help ease the transition
Age eligibility for old-age security is changing because of looming funding problems as the population ages. But clients most affected by the new rules will have a lot of time to plan. Financial advisors can help them get started
Even though low interest rates mean returns that lag inflation, many older clients remain extremely averse to taking almost any risks in today's volatile markets. But failure to get back in the game could mean long-term losses for many
The favoured place to retire may have financial negatives
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
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