When clients make the shift to post-retirement, it’s time to revisit their approach to risk, their goals and what makes them happy
CLHIA’s downloadable Virtual Shoebox gathers important information in one secure place for easy accessibility
You can help your clients manage the escalating costs of college and university with early planning
In this time of economic uncertainty, clients are increasingly turning to financial advisors for help
This generation of clients may have unrealistic goals
Coalition wants more clarity, protection for clients
Look at individual circumstances — not a rule of thumb
The surge in cohabiting couples has created much confusion over the rights of unmarried spouses. It’s crucial to ensure both you and your clients who live common-law are aware of the key rules that affect their finances
Financial advice and emotional support