Planning and Advice

Helping aging clients make estate-planning decisions

Financial skills are often the first to slip when aging clients suffer cognitive impairments. Advisors can help spot the early signs of cognitive decline and support clients in making valid estate-planning decisions.

By Susan Goldberg |October 26, 2017

5 min read

How to moderate family meetings

Tips from experts

By Susan Goldberg |October 20, 2017

5 min read

Should clients take CPP’s post-retirement benefit before age 65?

Clients must answer this question if they’re still working at age 60

By Lea Koiv |October 20, 2017

7 min read

Help frugal retirees loosen the purse strings

Many retirees seem to have a hard time shifting from saving to spending

By Susan Goldberg |October 19, 2017

5 min read