Home In Depth Special Reports Planning for the New Retirement

Planning for the New Retirement

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

Destination retirement

Many 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

  • November 9, 2018 March 17, 2019
  • 00:18

Fulfilling the bucket list

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

  • November 9, 2018 March 17, 2019
  • 00:17

Who doesn’t need an RRSP?

For some clients - such as young people just beginning their careers and some business owners - other options may be preferable

  • November 9, 2018 March 17, 2019
  • 00:16

Plan early for health-care expenses

The best time to discuss potential medical costs in retirement is when clients are in their 40s or 50s

  • November 9, 2018 March 17, 2019
  • 00:15

Put house values into perspective

As real estate prices rise, clients should not be counting on these assets to fund their retirement

  • November 9, 2018 March 17, 2019
  • 00:14

Business owners need special advice

Entrepreneurs often lack regular paycheques, employee benefits and time to work on their retirement plans

  • November 9, 2018 March 17, 2019
  • 00:13

Enhanced CPP to have big impact

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

  • November 9, 2018 March 17, 2019
  • 00:12

A reliable source of income

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

  • November 9, 2018 March 17, 2019
  • 00:11

Clients need up-to-date wills

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

  • November 9, 2018 March 17, 2019
  • 00:10

Tech Tips: Technology made simpler

Several options exist to make computers more accessible for your retired clients, including easy-to-read keyboards and computers designed for the elderly

  • November 9, 2018 March 17, 2019
  • 00:09