Advisor to Client

The peak portfolio Fallback Image Decorative pattern

Investing

The peak portfolio

As you cruise into your peak earning years—generally ages 45 to 55—your priorities change. And your portfolio needs to change along with them.

By Staff |August 5, 2014

3 min read

Presentation: Your peak earnings years Fallback Image Decorative pattern

Investing

Presentation: Your peak earnings years

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the opportunities and pitfalls clients face when entering their peak earnings years. The slides are designed to help you educate investors and prospects. We know you’ll want to customize them and add elements specific to your clients, so we’re providing a Word file to make that easier(there is no PowerPoint).

August 5, 2014

1 min read

Planner: Peak earning years priority list Fallback Image Decorative pattern

Investing

Planner: Peak earning years priority list

Critical to-dos for your peak earning years (and why they’re critical)

August 5, 2014

3 min read

Worksheet: Canadian earnings chart Fallback Image Decorative pattern

Investing

Worksheet: Canadian earnings chart

Charts like these can give clients a sense of where they stand on the earnings spectrum vis-a-vis their peers.

August 5, 2014

1 min read