Productivity dragged down by “presenteeism”
Problems occur when people who are suffering from stress caused by unresolved issues show up for work
- By: Mary Teresa Bitti
- December 5, 2006 December 5, 2006
- 11:59
Latest news in Building Your Business
Money, shame and other motivators
What provides more motivation for a group of financial services professionals looking to lose weight: the possibility of losing money — or losing face?According to…
- By: Wendy Cuthbert
- December 5, 2006 December 5, 2006
- 11:59
The new retirees are a different breed
Do whatever it takes to help clients feel in control of their financial futureIn the last of a two-part series, Dan Richards looks at three…
- By: Dan Richards
- December 5, 2006 December 5, 2006
- 11:59
Sometimes it makes sense to borrow for RRSPs
Short-term loans repaid within a year; larger long-term loans when returns are high enough to justify cost of borrowing
- By: Talbot Stevens
- November 13, 2006 November 13, 2006
- 13:48
Pension plan switch may puzzle employees
As employers switch from defined-benefit to defined-contribution plans, employees need to know the ramifications
- By: Monica Townson
- November 13, 2006 November 13, 2006
- 13:48
Getting ready for the “new” retirement
Once again, baby boomers have redefined a life stage. Advisors can help by making sure their boomer clients are prepared
- By: Richard Croft
- November 13, 2006 November 13, 2006
- 13:48
Help clients imagine the
life they’ll lead in retirement
Financial advisors can be instrumental in helping clients who are approaching retirement by taking a retirement lifestyle planning approach: find out what clients want to…
- By: Rosemary McCracken
- November 13, 2006 November 13, 2006
- 13:48
“Lifestyle savings account” brings country home to life
Several years ago, Wayne Taylor and his wife, Sheila, opened a “lifestyle savings account” to fund a special project down the road. The husband and…
- By: Rosemary McCracken
- November 13, 2006 November 13, 2006
- 13:48
Discipline needed to guard the retirement nest egg
By withdrawing only 4%-5% of resources, retirees can ensure their retirement savings will last at least as long as they do
- By: James Langton
- November 13, 2006 November 13, 2006
- 13:48
Late-in-the-game starters may have to accept more risk
Take out a bank loan, put away as much money as possible — but avoid “get rich quick” schemes
- By: Laura Pratt
- November 13, 2006 November 13, 2006
- 13:48
What will boomers’ children do with the windfall?
Children need help learning how to preserve wealth, maintain the family company or continue charitable giving
- By: Stewart Lewis
- November 13, 2006 November 13, 2006
- 13:48
Diversifying with alternative products
Average investors are now confined mainly to hedge funds, but access to other products will come
- By: Catherine Harris
- November 13, 2006 November 13, 2006
- 13:48
Top up RRSP without the additional cost of borrowing
A monthly investment program offers more flexibility, more efficient use of the tax deduction
- November 13, 2006 November 13, 2006
- 13:48
Retirement years are a period of transition
Unlike the static period portrayed in the TV sitcom Frasier, retirement is usually a series of stages requiring specialized advice
- By: Mary Teresa Bitti
- November 13, 2006 November 13, 2006
- 13:48
Can your client’s retirement assets stretch over 30 years?
“The good news is: we’re living longer. The bad news is: we’re living longer,” says Tina Di Vito, director of retirement solutions at Bank of…
- By: Mary Teresa Bitti
- November 13, 2006 November 13, 2006
- 13:48
You’re never too old to start a business
Advisors can provide advice for silver-haired entrepreneurs, including financing, tax planning and succession solutions
- By: Geoff Kirbyson
- November 13, 2006 November 13, 2006
- 13:48
Help clients avoid financial errors
Procrastination and false expectations rob the gold from the golden years
- By: JoAnne Sommers
- November 13, 2006 November 13, 2006
- 13:48
Critical decision depends on health, finances
Clients approaching age 69 need to consider in advance whether to convert an RRSP to a RRIF, annuity or cash
- By: Laura Pratt
- November 13, 2006 November 13, 2006
- 13:48
Preparing for the new retirees
Not for nothing have baby boomers been called the “me generation”
- By: Dan Richards
- November 13, 2006 November 13, 2006
- 13:42
Danger zone ahead for boomers
Many clients are moving into the “retirement risk zone” — and they’ll need your help
- By: Bruce Cohen
- November 13, 2006 November 13, 2006
- 13:42
Client information — from front to back
During a telephone discussion, advisor and client using Ndex can look at the same data
- By: Dwarka Lakhan
- November 1, 2006 November 1, 2006
- 12:44
Seniors may have to confront age bias
Women employees have long resented the “glass ceiling” that in some companies still prevents them from being promoted. Older workers face a similar barrier in…
- By: Rosemary McCracken
- November 1, 2006 November 1, 2006
- 12:44
Too much of a good thing proves problematic
By seeking only referrals who have the right profile, planner can focus on clients who will add the most value
- By: George Hartman
- November 1, 2006 November 1, 2006
- 12:44
Today’s employees pushed into leadership too soon
Young leaders need to be nurtured to avoid stress and burnout — and lost productivity for their firms
- By: donalee Moulton
- November 1, 2006 November 1, 2006
- 12:44
“Singleton shuffle” strategy turned down by Tax Court
Advisors should caution clients that the courts now take a dim view of the popular strategy aimed at minimizing taxes
- By: Stewart Lewis
- November 1, 2006 November 1, 2006
- 12:44