Home Retirement

A desire to help children and grandchildren - combined with the availability of credit - is encouraging many elderly clients to carry debt into retirement

Clients seeking to access the value held in their homes during retirement often are faced with a difficult choice: should they sell and downsize, or sell and rent?

Many people are more afraid of running out of money than of dying. Advisors need to ensure retired clients act prudently

  • By: Jade Hemeon
  • November 14, 2017 November 14, 2017
  • 00:50

Financial planners and advisors need to factor in volatile government policy, such as changes to tax policy, when helping clients plan for retirement

Withdrawal rates that take guaranteed income into account help clients accept the impact of dips in their portfolio's value

While entrepreneurs put a lot of time and energy into growing and expanding their business, too many don’t have a clearly defined exit strategy

  • By: Leah Golob
  • October 5, 2017 October 5, 2017
  • 12:10
The secret of client retention

The OSC survey also finds that many Ontarians are planning to use their homes to help fund their retirements

This "consumption gap" may lead to a less satisfying retirement

Study finds older business owners failing to take steps to boost value of their businesses

  • By: Leah Golob
  • September 20, 2017 December 19, 2017
  • 16:30
Support of adult children is impacting boomers’ finances

More than half of Canadian parents are supporting their adult children financially

  • By: Leah Golob
  • September 19, 2017 December 19, 2017
  • 15:50