Investors urged to consult planners for help with tax-efficient strategies
Changing asset mix can protect near-retirees from today’s markets: Russell
Sun Life Financial surveys find that majority of Canadians also say they want guaranteed retirement income to protect their savings
Only 37% of boomers who own businesses plan to be retired at 65
Worsening economy forcing retirement re-think
39% encountered costs they did not anticipate
Only 28% very confident they will have enough money to enjoy retirement
Downturn shines spotlight on financial planning
Only 5% of companies plan to cut retiree benefits
Report identifies six areas that can improve the chance for a successful retirement