Retirees are spending less in their first year of retirement, but still more than they expected
Addressing clients’ No. 1 concern sets you apart from other advisors
‘Sandwich’ generation faces cash crunch
35% of retirees reported a drop in their personal income
Report says this would be a good way to fund improvements to the retirement income system
Seven in 10 retirees are “just barely” covering their expenses
Retirement savings system not broken, but needs improvement
OAS system facing greater pressure from lost retirement savings
Aging and retirement is a dramatic period; even the most cursory list of major events ranges from declining health, to the loss of friends and spouses, to key lifestyle decisions about the final decades of life. All of these events involve money — and this is a phase during which financial advisors can become particularly […]
Retirees and those approaching retirement are cutting back on their expenses because of the recession; they don’t need to, experts say