Home Rosemary McCracken

Estate planning

  • December 6, 2010 November 5, 2019
  • 15:14

Getting to know your client's financial, family and business situations is essential in successful estate planning

  • December 6, 2010 November 5, 2019
  • 15:14

Sharp increases in both dementia and awareness about the potentially devastating effects it can have on clients’ assets mean that advisors must be more vigilant than ever

  • November 15, 2010 November 5, 2019
  • 11:03

Eldercare

  • October 29, 2010 November 5, 2019
  • 15:29

Your boomer clients may need help in caring for their aging parents. They’ll have questions — from estate planning to housing and special care. You may not be an expert in seniors’ issues, but you can provide valuable advice

  • October 29, 2010 November 5, 2019
  • 14:19

Canadians are smacking their lips over the historically low property prices stateside, but understanding the red tape is key

  • April 6, 2010 March 1, 2019
  • 12:17

The first boomers are entering retirement, leading to more requests for advice on RRIFs

  • November 17, 2009 November 17, 2009
  • 15:22

The cost of taking care of elderly parents is taking its toll on boomers; advisors can guide them in the right direction

  • November 2, 2009 November 2, 2009
  • 10:53

Clients can transfer 50% of eligible pension income to lower-income spouse — the challenge is knowing when it’s beneficial

  • November 10, 2008 November 10, 2008
  • 14:33

Experts offer strategies to help clients manage RRIFs so they minimize taxes and meet their individual goals

  • November 10, 2008 November 10, 2008
  • 14:33