Travelling outside North America for medical procedures is becoming increasingly popular
In the insurance industry, management ranks filling up faster than sales positions
Dimming vision can mean clients misread prescription labels and miss out on fine print on securities documents
Vision problems require immediate care, so routine eye examinations are essential for early detection, says Dr. David Maberley, associate professor of ophthalmology at the University of British Columbia. “Canadians need to be aware of potential problems,” he says, “and that they become more common as people age.” But widespread awareness is lacking. A recent survey […]
With retirement looming, higher debt and a taste for lattes, boomers need to focus on saving
Older workers need to adapt to the changing face of the workplace, which now consists of a range of attitudes
Techniques range from trips and financial incentives to sharing information
Single boomers are rewriting the rules of new relationships; advisors need to be wary of the pitfalls
If your client wishes to donate to charity, under the new tax guidelines he or she may be further ahead giving securities rather than cash.In 2006, the federal government made donations of publicly listed securities to public foundations tax-exempt, and this year’s federal budget proposes extending this benefit to donation of securities to private foundations.“Donating […]
Encourage your older clients to pursue health and fitness, not costly skin treatments and wrinkle creams