Two theories of retirement financial planning suggest that assets and income streams can be altered in more precise ways as clients move through the many phases of life after work
One-third say they will be relying on their home equity to support them in retirement
Survey suggests Canadians are not confident they can save enough to fund their ideal retirement plans
One-third plan to sell real estate investments to support retirement
By partnering with other professionals advisors can properly address these topics as clients move from working life to retirement
Participation rates in saving strategies are decreasing, while the costs of government support programs are rising
Help clients get the right blend of assets to ensure that their savings don't run out
Financial advisors across all channels of the financial services industry are aging
Research shows that many affluent clients are pessimistic about their retirement. Involving clients in the planning process can help to give them a more positive outlook
Best method: Adjustable withdrawal plans