TFSAs: an underused retirement planning tool
More clients could benefit from TFSAs' ability to provide tax-free income in retirement
- By: Jeff Buckstein
- November 22, 2021 November 4, 2022
- 00:11
More clients could benefit from TFSAs' ability to provide tax-free income in retirement
Managing longevity risk while providing steady income poses a challenge
Christine Timms discusses common retirement challenges and some of the steps for creating a succession plan
Financial advisors can help remove the burden for beneficiaries and executors by helping retirees organize ahead of time
Elderly clients can take steps to help themselves enjoy longer, healthier lives
Two financial advisors suggest portfolios that provide income, tax efficiency and inflation protection for a hypothetical senior client
Mid-tier or mid-career advisors often benefit most from coaching
Kevin Burkett said advisors starting a firm should ditch a defined plan and be open to input instead
Elke Rubach was a successful lawyer when she discovered her passion for helping people understand finances
Clients should take inventory of all online accounts as their first step in creating a digital estate plan
Peter Simons brings a passion for teaching to CPN Financial Services, a business his father established
With the court system backlogged, older clients may want to split up on good terms
Make sure your clients aren’t derailing other financial goals by helping their children
There are more tech tools than ever before, but clients still value the human touch
Know the difference between your strategic plan and your business plan — and many other plans
Dan Wynnyk, senior vice-president and investment advisor with the Waterfront Group, helps many of his wealthy clients give to charity
Financial services firms are using AI to create smart trading platforms and identify client needs
The government has proposed automated returns for simple tax situations
There are many online tools, but which ones are best suited to you and your clients?
If you rushed into working from home, your systems may be vulnerable
Clients may prefer communicating via texts, but be careful about the information you exchange
The pandemic has exacerbated income inequality, and many low-wage workers have no job to return to
Uncertainty abounds, but 2021 promises opportunities in equities markets
Where the virus goes, so go markets
Covid-19 provided the industry and regulators a real-time test of adjusted rules and policies