Some clients will be able to begin collecting pension benefits while still working full-time. For others, the financial advantages of retiring later have increased
While rising interest rates are not of immediate concern, even modest inflation can put clients’ future buying power in jeopardy. Some vehicles, such as real-return bonds, can reduce the risk of clients outliving their money
If your clients aren’t convinced of the importance of planning for life after work, perhaps they’ll take advice from those who can vouch for it personally
Retirement brings much more than the end of regular work. Concerns about finances need to be supported by full discussions about how clients plan to spend the rest of their lives
Insurance-based products can provide a secure income stream
A lack of involvement is leaving women potentially exposed to financial hardship in later life
Determining their longevity risk aversion can help clients enjoy a higher standard of living earlier in their retirement
A new report finds average mortgage debt among retirees has doubled over the past decade — more than for any other age group
Report argues that Canadians need a lifetime retirement saving limit
Survey shows that few Canadians 45 and older know how to maximize tax savings