From the Mid-November 2012 issue of Investment Executive newspaper. Treading carefully in RRSPs; moving nervous clients out of cash; women investors; grey divorce; mortgages; seg funds; and much more.
November 8, 2012From the Mid-November 2012 issue of Investment Executive newspaper. Treading carefully in RRSPs; moving nervous clients out of cash; women investors; grey divorce; mortgages; seg funds; and much more.
November 8, 2012Ending a marriage later in life can mean a big financial hit, as well as lots of new issues with adult children. Planning ahead can help ease the transition
Age eligibility for old-age security is changing because of looming funding problems as the population ages. But clients most affected by the new rules will have a lot of time to plan. Financial advisors can help them get started
Even though low interest rates mean returns that lag inflation, many older clients remain extremely averse to taking almost any risks in today's volatile markets. But failure to get back in the game could mean long-term losses for many
The favoured place to retire may have financial negatives
Uncertainty in markets and low interest rates can make it a challenge to help clients of any age with strategies in the year ahead. These advisors offer help, whether your clients are just starting out or are well along the investing path
Two theories of retirement financial planning suggest that assets and income streams can be altered in more precise ways as clients move through the many phases of life after work