Retirement

Economic Indicators

What do moms want for Mother’s Day?

Mothers often worry about being able to afford retirement, as well as fund their children’s education.

By Staff |May 9, 2014

1 min read

Estate Planning

Help clients avoid gift-giving mistakes

Many clients wish to leave money to charities after they die.

By Staff |May 5, 2014

2 min read

Economic Indicators

5 ways to help snowbirds pick retirement communities

Picking a retirement community will determine your clients’ qualities of life for the rest of their years.

By Staff |April 25, 2014

1 min read

Planning and Advice

What to do for senior clients

How to catch deductions and credits

By Jessica Bruno |April 21, 2014

4 min read

Industry

Most don’t have TFSAs

More than half (53%) of Canadians still haven’t opened a TFSA, and 42% of this group don’t intend to open one this year, according to an ING DIRECT survey.

By Staff |April 7, 2014

1 min read

Estate Planning

When a client might cut off an adult child

You have a new client and learn he has a 32-year-old son who still lives at home. The couple has two other adult children who work full-time and are independent, but their eldest refuses to work. Your client provides a monthly allowance and pays his bills, including auto insurance. Since your client is approaching retirement, you’re worried this arrangement will jeopardize his finances.

April 4, 2014

3 min read

Economic Indicators