From retiring in another country and fulfilling bucket lists to managing health-care expenses and choosing an annuity, help clients navigate the many necessary decisions as they prepare for retirement.
November 8, 2018
From retiring in another country and fulfilling bucket lists to managing health-care expenses and choosing an annuity, help clients navigate the many necessary decisions as they prepare for retirement.
November 8, 2018Many clients are choosing to retire to other countries - lured by a comfortable climate and scenic views or a desire to return to their homeland. You can provide information and advice to help these clients navigate the many necessary decisions
Whether your client's idea of travel is an around-the-world cruise, an annual trek through Europe or an all-inclusive Caribbean resort, each type of trip has its own cost considerations
For some clients - such as young people just beginning their careers and some business owners - other options may be preferable
The best time to discuss potential medical costs in retirement is when clients are in their 40s or 50s
As real estate prices rise, clients should not be counting on these assets to fund their retirement
Entrepreneurs often lack regular paycheques, employee benefits and time to work on their retirement plans
In the short term, self-employed and business-owner clients probably will feel the negative effects of the CPP's expansion. In the longer term, the changes will result in a significant increase in CPP benefits
Although a few insurance companies are leaving the annuities business, the income-producing vehicles may be a good fit for clients who want to avoid investment risk
There are various matters to consider - including updating beneficiary and executor designations - when discussing wills with your clients to ensure a smooth transfer of wealth
Several options exist to make computers more accessible for your retired clients, including easy-to-read keyboards and computers designed for the elderly
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
Investment Executive's brand-new survey of independent insurance advisors unveils their challenges plus key industry trends
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
