Why women approaching retirement are worried about their finances
Fidelity Investments Canada’s Michelle Munro discusses the anxiety pre-retirees feel
Source: princegeorgecitizen.com
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Does this 71-year-old have enough to meet her retirement goals if she can't find work? Plus: How snowbirds who nest in the U.S. can avoid tax-related complications
Content from The Globe’s weekly Retirement newsletter
Source: theglobeandmail.com
Why Ottawa is investing to provide financial advice for low-income Canadians
The federal budget provided $60-million over five years for financial charity Prosper Canada
Source: theglobeandmail.com
What clients want from a successor when their advisor retires
Relationship-based skills may be more important than performance
Source: theglobeandmail.com
Why financial infidelity exists in some spousal relationships
Tackling secret spending within client couples requires a focus on understanding both partners’ money moves
Source: theglobeandmail.com
How commonality breaks down barriers between ethnic groups
Veteran advisor Al Jones shares successes, challenges and hopes for inspiring young Black advisors to enter the advisory business
Source: theglobeandmail.com
Why investors are weighing risk, liquidity and yield in their product choices
Evolve Funds’ Raj Lala explains why high-interest savings account ETFs inflows are growing even though lower yields are expected this year
Source: theglobeandmail.com
Will emerging markets continue to underwhelm?
Regina Chi of AGF Investments says more economic stimulus from China, along with promising performance from other countries, will boost emerging markets’ recovery this year
Source: theglobeandmail.com
Funeral planning and costs are often overlooked – here's why they need more consideration
Encouraging clients to incorporate funeral costs into an estate and insurance plan has benefits that go well beyond the financial
British Columbia Jonathan Rivard Edward Jones Heather Borrelli Nicola Wealth Management Ltd Assante Capital Management Ltd
Source: theglobeandmail.com
How do the new advanced life deferred annuities fit into retirement income planning?
The new product sets the deferral period in stone once selected, but beneficiaries are protected against the financial risk of premature death with a cash refund guarantee
Source: theglobeandmail.com