Debt, taxes and potential long-term care expenses must be managed
Help your clients avoid these common pitfalls
Darren Coleman, senior vice president and portfolio manager at Coleman Wealth/ Raymond James, the challenges of investing in retirement and the need for clients to hold stocks.
Although most are worried about what they’ll need financially, retirement funds are going further than most retirees expected
Some U.S. states have already passed legislation to create retirement savings vehicles, but concerns have hindered these efforts
Determining how much is enough, how much is too much, and how fast to spend it in retirement
A better strategy might be to adopt more of an endowment approach
BlackRock survey shows that Canadians expect a certain lifestyle in retirement, but don't have the assets to get them there
The challenge for advisors with older clients is to position them with the amount of stock exposure that meets both their financial requirements and their risk tolerance
Selling the family home and renting in retirement can be an appealing idea: running a household becomes more convenient and bank accounts benefit from the generation of capital. However, these are only a few of the factors that play into what is a huge decision for most clients. Emotions, habit and the desire to stay […]