Toronto Based Caring News Today

Some advisors see modular planning services as a way to tackle specific issues

‘I don’t get a standing ovation at the end of a meeting, but seeing the results of my efforts is the best possible reward,’ says Rona Birenbaum of Caring for Clients.

Cost shouldn’t be the driving factor for a move; social considerations are important too

Advisors need to ask their clients personal and often sensitive questions about their families, careers and health to ensure they’re putting together the most effective financial and estate plans

Content from The Globe’s weekly Retirement newsletter

Amid fears of rising costs, seniors who can afford to splurge a bit should be empowered to spend money on items and experiences they find fulfilling