Comprehensive vs. targeted financial plans – advisors weigh in
Some advisors see modular planning services as a way to tackle specific issues
Source: theglobeandmail.com
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This advisor grew up wanting to be a stage performer but says her career isn't too far off
‘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.
Source: theglobeandmail.com
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Key things to consider before relocating in retirement
Cost shouldn’t be the driving factor for a move; social considerations are important too
Source: theglobeandmail.com
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Why asking uncomfortable questions is a 'professional responsibility' for advisors
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
Source: theglobeandmail.com
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How retirees can overcome 'irrational' saving and enjoy their money. Plus, minimizing tax burdens through proactive estate planning
Content from The Globe’s weekly Retirement newsletter
Source: theglobeandmail.com