Boomers concerned about their health and their spouse’s health
Many boomers are worried that large portions of their estates could end up in the hands of a child's ex-spouse
Jason Round, head of financial planning support, RBC Financial Planning, discusses how an advisor can develop a caregiving plan that can help boomer clients cope with the financial and emotional aspects of caring for aging parents. He spoke with Investment Executive reporter Olivia Li, at the TMX Broadcast Centre in Toronto.
Help sandwich generation clients deal with the financial drain of supporting adult children
Address both financial and emotional issues when talking to clients about caring for their parents
Business owners do a better job of retirement planning and start investing at an earlier age
Baby boomers need help juggling their own financial priorities with the needs of their dependent children and their aging parents
PwC report examines multi-generational workforce performance
Health, location and financial considerations will determine whether retiring boomers move or not
Aging boomers driving RRSP decline; rising house prices also a factor