But the prospects for two major U.S. firms and one prominent Canadian player differ quite significantly
Age eligibility for old-age security is changing because of looming funding problems as the population ages. But clients most affected by the new rules will have a lot of time to plan. Financial advisors can help them get started
Although four of the big U.S. banks still face significant challenges, there are several reasons to be optimistic about them
Many older clients find themselves with valuable homes but too little cash. Renting part of the house might avoid selling or remortgaging
Darren, a 48-year-old divorced father who has no company pension plan and only $200,000 in retirement savings is concerned that he may not have enough to fund his retirement. Two advisors recommend strategies for Darren to meet his goals
Every year, many canadians move to take a new job – sometimes because it pays more or has better promotion prospects, sometimes as a transfer to a new position with the same employer. And sometimes people move because they want to live in the new location for lifestyle reasons or to be nearer to family. […]
Three major U.S. big-box retailers are expecting to see gradual improvement as more Americans get back to work
Tax increases are minimal and some provinces have even managed to provide tax breaks
This year's deficit-fighting federal budget delays public pension eligibility and closes various tax loopholes to help get public spending under control. But there were some breaks for specific groups, such as the disabled and the mining sector
The pre-budget submissions from groups in the financial services industry argue for more incentives aimed at promoting saving and wealth generation, especially in investment vehicles such as registered accounts and pension plans