Getting to know your client's financial, family and business situations is essential in successful estate planning
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
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
Canadians are smacking their lips over the historically low property prices stateside, but understanding the red tape is key
The first boomers are entering retirement, leading to more requests for advice on RRIFs
The cost of taking care of elderly parents is taking its toll on boomers; advisors can guide them in the right direction
Clients can transfer 50% of eligible pension income to lower-income spouse — the challenge is knowing when it’s beneficial
Experts offer strategies to help clients manage RRIFs so they minimize taxes and meet their individual goals