Sun Life Financial named CARP’s recommended financial services partner
Index tracks impact of market forces on retirement age
Older workers have been increasingly delaying their retirement since the mid-1990s
Two-thirds plan to continue working in retirement
More than half of Canadian small business owners plan to fund their retirement through the sale of their business
Reactions to the recent bear market vary dramatically from one age group to another
Weather, followed by finances and family considerations, are the key motivators in deciding where to retire
When clients make the shift to post-retirement, it’s time to revisit their approach to risk, their goals and what makes them happy
One way to ensure you retain your boomer clients as they get older is to become an expert in post-retirement planning. That means understanding the challenges they have in ensuring they don’t outlive their assets
Advisors are placing far greater importance on topics related to the support they receive for clients’ retirement planning