Although there’s a lot of information for those planning for retirement, there’s little available for those about to enter this stage of their lives, the association says
Retirees do best when they maintain high exposure to equities, even during market downturns
A new study finds that baby boomer employees are especially underprepared to deal with their heath-care costs once they lose access to their workplace benefit programs
Vickie Townson, founder, midlife coach, Life’s New Chapter Coaching, explains that helping clients know their core values is essential to a fulfilling retirement. She discusses how one powerful question helps clients identify their values.
Peter Bowen, vice president, tax and retirement research, Fidelity Investments Canada, discusses the top three highlights from the 2016 Fidelity Retirement Survey, which reveal surprising trends in seniors’ finances and lifestyles.
Robert Armstrong, vice president, head of managed solutions, BMO Global Asset Management Inc., discusses three investment strategies for retired clients that provide a smoother return stream, low volatility and downside protection.
Deciding where to live in retirement is a matter of identifying priorities
Some expenses go down; some go up
Raising the retirement age may impact lower-income and higher-income individuals differently
In part four, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, gives tips on tackling the perennial question of how much should your clients save — and how to keep them on track for retirement.