Jennifer, a 60-year-old woman in Toronto, needs help in determining whether to blend her financial future with that of her new boyfriend. Two financial advisors recommend taking steps to ensure she makes the right decisions
Breaking up is harder for retired clients
Being a voice of calm advice can solidify relationships
Make sure both partners understand access
Working with both former spouses presents risks
By knowing in advance what signs to look for, and how you can help, you can help ease your clients through this difficult life transition
New book uses a compilation approach to a complex issue for clients
Here are some tips for assisting clients in avoiding the financial mistakes people commonly make when divorcing
