Retirees and those approaching retirement are cutting back on their expenses because of the recession; they don’t need to, experts say
Advisors and their clients should consider how financial planning arrangements are affected when seniors keep working
Twice as many boomers say home ownership is a financial priority compared to a year ago
Economic outlook, leading a healthy lifestyle, and finding reliable investment advice, among the fastest rising concerns among Canadian women
Canadian women have a very pragmatic view of financial success
> 85% of Canadians believe that it is important to build up their personal savings> only 65% have some savings or investments set aside for the future> about 25% have written financial plans that include clear investment goals> 60% worry that they do not have enough savings to meet their financial needs > 46% say […]
One survey shows that a strong majority of people with advisors feel they are making better financial decisions
Although 85% of Canadians say it is important to build up their savings, only 65% have actually done so
Age, gender and language preferences are significant factors for a successful advisor relationship
“Make it Count” program has roots in Manitoba