Planning and Advice

Should my client work part-time in retirement?

If your client is wondering whether to work part-time in retirement, the short answer is yes.

By Staff |July 28, 2016

1 min read

What kind of retiree is your client?

Without a context for the money, a financial retirement plan has less value, says Susan Goldberg.

By Susan Goldberg |July 21, 2016

4 min read

What if: a prospect is skeptical about your value?

It takes time to reassure hesitant prospects. So here’s one way to help them overcome their reservations.

July 20, 2016

3 min read

Mutual funds cost investors more than $300K in a lifetime

Nest Wealth has a Canadian fund fee calculator investors can use to see how their fees affect their returns.

By Staff |July 20, 2016

2 min read