People who volunteer their time and money — often motivated by faith — feel more productive, satisfied, joyous, blessed
Being an executor of an estate is a demanding job, with a lot of responsibility
Everyone likes a deal. And your older clients, regardless of how well off they may be, are interested in getting value for their money — if only to have more to spend. A wealth of discounts are available to Canadians age 60 and over, and some discounts are offered to those younger than 60. > […]
Build choices into pension plan, offer part-time work with flexible hours, treat mature workers with respect
Financial advisors can be instrumental in helping clients who are approaching retirement by taking a retirement lifestyle planning approach: find out what clients want to do when they retire, then help them work toward that goal within their financial resources. If the dream doesn’t fit the dollars, it may have to be tweaked — or […]
Several years ago, Wayne Taylor and his wife, Sheila, opened a “lifestyle savings account” to fund a special project down the road. The husband and wife team, who operate Taylor Financial Inc. in Edmonton, decided the special project would be a home in the country. Four years ago, they purchased a farm northeast of Edmonton, […]
Your older clients who want to keep working may face stiff competition and a bias that “older” means “slower”
Women employees have long resented the “glass ceiling” that in some companies still prevents them from being promoted. Older workers face a similar barrier in many organizations: they are not getting advancements and, although it’s never stated, they believe it is because of their age.“Confront it directly but softly,” says Jerry Stilson, a partner at […]
Government attempt to create tax equality could threaten the income of some retired Canadians
Before snowbirds spread their wings and fly away, they should take steps to protect their property and their health