Practice

Rescue overspending retirees

Once you've guided clients into retirement, you have to make sure they don't outlive their money. Yet retirees who grew up during the Depression may spend frivolously in response to a lifetime of penny pinching.

By Christopher Mason |June 27, 2012

4 min read

Clients unprepared for long-term care: CLHIA

Three quarters of Canadians admit their financial plans don’t account for long-term care, and 55% believe government programs cover the majority of those costs, according to the Canadian Life and Health Insurance Association. That’s not the case. It will cost $1.2 trillion for Canada to provide long-term care to baby boomers, and current government programs […]

By Suzanne Sharma |June 27, 2012

2 min read

Debt denial still runs deep

Sometimes I feel like we need a new word for debt—it seems advisors worry that if they discuss debt, they’ll attract clients with more of it.

|June 27, 2012

3 min read

Safer financial websites coming

Soon, you’ll be able to go to sites ending in .bank and .insurance – and they’ll be safer than many .com and .ca sites.

By Staff |June 26, 2012

2 min read