Retirement

Decorative pattern

Tax savings for the retiree

Your client just finished his or her last day of work and tomorrow begins the new adventure of planning out the retirement years. He or she is now thinking about winter vacations, golf-course memberships, summer trips with grandchildren and possibly even a winter home down south.

By Mike George |November 1, 2010

8 min read

Decorative pattern

This year’s IAFP case study

In September, members of the Institute of Advanced Financial Planning met in Banff, Alberta to consider its annual case study. This year’s case study involved a client everyone could identify with.

By Steven Lamb |November 1, 2010

7 min read

Decorative pattern

Ultravision explained

Looking to shelter your client’s investment income? If so, you have plenty of options these days.

By Jason M. Pereira |November 1, 2010

6 min read

Decorative pattern

Children’s Activity tax credit, a break for parents

Hockey season has started, and for now, my wife and I are still just observers. But with three boys under the age of six, future fall seasons promise to be much more hectic — and costly!

November 1, 2010

3 min read

Decorative pattern

Planning and Advice

Reliable retirement income streams

Retirement may be the new 40, some advertisers suggest: Retirees are only as old as they feel, and the world is their oyster. That may well be true, but their savings accounts don’t have the same elasticity as they did at 40. There are wrinkles — some deeply etched ones, in fact. After all, at […]

By Scot Blythe |November 1, 2010

5 min read

Decorative pattern

An informed transition

We spend so much time in the accumulation phase of our lives and careers that sometimes it can be hard to make the switch over to a new way of thinking that goes along with major life changes like the transition to retirement. At this stage of life, though, it’s more important than ever to […]

By Mike George |November 1, 2010

4 min read

Decorative pattern

Genders split on investments, retirement

Men are not only from Mars and women are from Venus but the two sexes apparently live into two different timelines as well: the future and the present. According to a study conducted by BlackRock’s iShares business in Canada, Male investors live for the present while cautious female investors are looking ahead to the future. […]

By John Powell |November 1, 2010

2 min read

Decorative pattern

Dividend stocks likely your best bet

If you think the current low-growth/low-rate environment is hard on clients in their accumulation phase of life, think about what it means to retirees. Traditionally, retirees could count on interest payments from bonds to fund their retirement, but short-terms interest rates have been in the toilet for over a decade now, leaving few new opportunities […]

By Steven Lamb |October 29, 2010

3 min read

Decorative pattern

Funding Boomer retirements

Life goes by so fast. Believe it or not but the oldest of the Baby Boomers are set to turn 65 in 2011. This will trigger the beginning of a rising wave of retirements that will peak within the next two decades. This global trend towards retirement is even more significant in Canada where the […]

By Wilmot George |October 27, 2010

6 min read

Decorative pattern

Health, wealth go hand in hand

RBC and the University of Waterloo have joined forces on a retirement planning and retirement living report. The ‘Your Future by Design Retirement Research’ report released today blends academic research with financial knowledge to develop practical retirement solutions and advice. The highlight of the report is the notion that Canadians need to understand not only […]

By John Powell |October 26, 2010

2 min read

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