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Keyword: Seniors

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Close up hands of caregiver doctor helping old woman at private clinic. Close up of hands of nurse holding a senior patient with walking stick. Elder woman using walking cane at nursing home with nurse holding hand for support.

From inflation to technology hurdles, clients at risk have many concerns

Ontario Legislative Building at Queens Park in Toronto Ontario

Tories also propose enhancing existing tax credit for low-income earners

Senior couple planning a holiday

The oldest baby boomers just turned 76; the youngest will turn 85 in 2050

Beautiful caucasian elderly couple in the park in autumn

Life expectancy changes may reshape policy decisions

senior woman on a computer

Financial advisors can help remove the burden for beneficiaries and executors by helping retirees organize ahead of time

senior woman exercising

Elderly clients can take steps to help themselves enjoy longer, healthier lives

  • By: Leah Golob
  • November 22, 2021 November 19, 2021
  • 00:03
senior couple feeding birds

Two financial advisors suggest portfolios that provide income, tax efficiency and inflation protection for a hypothetical senior client


The client lost $1.3 million to risky trading that generated $232,000 in commissions

Modern office building close up in sunlight

The bank was fined $400,000 after it overcharged seniors $31 million

loseup portrait senior man protecting a piggy bank

SEC, FINRA, NASAA join forces in investor protection push