Help your clients make the shift from accumulating wealth to living on their savings
Advisors need to rescape the retirement income conversation
Financial planners need to be aware of the psychological, sociological and emotional implications of retiring and when helping clients prepare for this phase of their lives
In the 1960s, marketing professor Ted Levitt urged businesspeople to ask themselves: "What business am I really in?" For financial advisors today, the answer to that question is not what you might think it is
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.