Sandwich generation healthier, wealthier but worried
Boomers are relying heavily on public care for aging parents and are concerned about the impact of eldercare their own lives
- By: IE Staff
- October 5, 2011 October 31, 2019
- 09:40
Latest news in Financial Planning
Income a top priority as boomers begin to retire
An investment approach centered around corporate bonds and dividend-paying stocks is likely to resonate with clients
- By: Megan Harman
- October 4, 2011 October 31, 2019
- 14:30
Overwhelming majority of Boomers plan to stay in Canada during retirement
Weather, followed by finances and family considerations, are the key motivators in deciding where to retire
- By: IE Staff
- October 4, 2011 October 31, 2019
- 09:26
Canadians trust their pensions to provide for retirement despite well-reported challenges
Survey suggests Canadians remain in the dark about the issues and challenges facing DB plans
- By: IE Staff
- October 4, 2011 October 31, 2019
- 08:53
Majority of Canadians still unclear about TFSAs: survey
Almost one in five Canadians say they don’t understand the benefits of the TFSA
- By: IE Staff
- October 3, 2011 October 31, 2019
- 08:50
November is Financial Literacy Month
Website ca will help Canadians find information about activities and events planned for the month
- By: IE Staff
- September 28, 2011 October 31, 2019
- 15:42
Five key estate-planning tips
Look at the big picture
- By: Fiona Collie
- September 27, 2011 October 31, 2019
- 12:35
Estate-planning priorities
Five steps to getting clients’ plans in order
- By: Fiona Collie
- September 26, 2011 October 31, 2019
- 10:54
Ruta: My recent health scare and implications for CI coverage
- By: Jim Ruta
- September 23, 2011 October 31, 2019
- 06:41
Flaherty tells U.S. to back off efforts to pressure Canadians on tax filings
IRS tactics causing stress and fear among Canadians with dual U.S. citizenship
- By: Julian Beltrame
- September 18, 2011 October 31, 2019
- 12:54
Working with “sandwiched” clients
Ease time constraints and look beyond the numbers
- By: Fiona Collie
- August 31, 2011 October 31, 2019
- 12:45
A reality check for boomer clients
This generation of clients may have unrealistic goals
- By: Fiona Collie
- July 27, 2011 October 31, 2019
- 11:27
Golombek: Tax plan so you don’t receive CRA refunds
- By: Jamie Golombek
- May 9, 2011 October 31, 2019
- 15:14
Golombek: Tax reminders for parents and children
- By: Jamie Golombek
- April 13, 2011 October 31, 2019
- 08:01
“Let them smell the leather”: Rogers on the financial plan sale
- By: Jim Rogers
- April 11, 2011 October 31, 2019
- 14:40
Why and how to charge clients for financial plans
- By: Jim Rogers
- April 3, 2011 October 31, 2019
- 22:08
What your divorcing clients should know about joint accounts
Make sure both partners understand access
- By: Fiona Collie
- March 31, 2011 October 31, 2019
- 14:35
Advisor: Many don’t realize how big social media will be
- By: James Pelmore
- March 30, 2011 October 31, 2019
- 20:16
Four risk-profiling mistakes
Relying on the client’s perception can result in an inaccurate assessment
- By: Fiona Collie
- March 14, 2011 October 31, 2019
- 11:21
Golombek: More on benefits of RRSPs, TFSAs
- By: Jamie Golombek
- February 23, 2011 October 31, 2019
- 00:47
RRSPs key to retirement for small business owners, says BMO
13% of small business owners don’t know if the value of their business has changed since the recession
- By: IE Staff
- February 15, 2011 October 31, 2019
- 10:50