New guidelines recommend how much investors should save for retirement, but there are causes affecting the ability to save
Many clients are choosing to retire to other countries - lured by a comfortable climate and scenic views or a desire to return to their homeland. You can provide information and advice to help these clients navigate the many necessary decisions
Whether your client's idea of travel is an around-the-world cruise, an annual trek through Europe or an all-inclusive Caribbean resort, each type of trip has its own cost considerations
The best time to discuss potential medical costs in retirement is when clients are in their 40s or 50s
As real estate prices rise, clients should not be counting on these assets to fund their retirement
Entrepreneurs often lack regular paycheques, employee benefits and time to work on their retirement plans
Canadians are extending their working years
Ageing populations continue to pose a challenge to governments worldwide
Financial planners and financial advisors need to understand these individuals’ retirement challenges to gain them as clients
A particular concern among HNW entrepreneurs is whether their heirs would be interested in taking over their businesses