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
Baby boomers intend to rewrite the book on retirement when they leave their full-time jobs. Think business ventures and exotic trips rather than seniors’ bus tours
Look at individual circumstances — not a rule of thumb
Canadian workers earning the average wage can expect to see only 57.3% of that replaced by public pensions in retirement
Women tend to invest more cautiously than men
