Almost 30% of Americans will save the money they obtain in their tax refund this year while almost 20% say they will use it to pay off credit card debt
Women tend to worry about their investments more than men do, and they are more likely to rely on experts
Investors urged to consult planners for help with tax-efficient strategies
Investors could be willing to take on more risk to recoup their losses
Albertans are most likely to pay off their debt
Older Canadians worried about healthcare costs
Clients need to execute on the plans to which they have agreed; estate-planning issues take centre stage
Clients need to execute on the plans to which they have agreed; estate-planning issues take centre stage
Mutual funds still most commonly held retirement investment
39% encountered costs they did not anticipate