Retirement Planning Association of Canada to join Canadian Institute of Financial Planners as CIFPs Retirement Institute
New online guide helps parents plan
Help sandwich generation clients deal with the financial drain of supporting adult children
It pays to be prepared for bad news from clients
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
Behavioural economists have devised techniques to help clients stick to their financial plans. Clients with vivid images of their retirement commit to more ambitious savings programs
When working with an advisor, clients of all ages prefer a personalized approach
But less than half of women feel confident in their ability to make saving and investing decisions
Younger and older Canadian families are struggling with the effects of the recession