Why Real Estate Heirs Are Not Ready for Inheritance
An estimated $124 trillion will pass from older Americans to their heirs by 2048, according to Cerulli Associates.…
When it comes to OAS reform, are we asking the right questions?
Open this photo in gallery: In the polarized debate over Old Age Security, both sides are missing the…
Social Security Won’t Go Bankrupt, But Hard Choices Are Necessary
Social Security needs help to continue paying promised benefits. getty Social Security is in trouble, but it’s not…
Canada’s best paid pension executive leaves OMERS for Temasek in London (GlobalSWF) Global SWF
The Chief Investment Officer of the Ontario Municipal Employees Retirement System (OMERS) announced today its departure from the…
Why many people fail at retirement planning: 5 mistakes to watch out for
Retirement may seem like a distant goal when you are focused on meeting current expenses, building a career,…
Her parents’ divorce drove this CFP to be financially independent – and to help other women do the same
Open this photo in gallery: Julie Seberras, head of wealth planning and practice management at Manulife Wealth.Supplied In…
Why practice valuation often comes last when finding a successor
Open this photo in gallery: Christine Timms (right) speaks during a panel discussion on best practices for buying…
Survey Reveals 85% of Canadians Trust Professional Financial Advice Over Social Media “Finfluencers”
MISSISSAUGA, Ontario–(BUSINESS WIRE)–Despite the rise of financial influencers, known as “finfluencers” offering advice on social media, Canadians continue…
‘Please don’t do this’: Dave Ramsey says ditch this household expense keeping Americans from acquiring wealth
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. When it…
Diamond Podcast: Dan Sullivan, John Bowen and The Greater Game
Many advisory firms grow successfully while remaining highly dependent on their founders. Dan Sullivan and John Bowen argue…
Managing a client’s LIRA as part of a broader retirement portfolio
Open this photo in gallery: Advisors can help clients determine the right time to withdraw from a life…
My wife only has GICs. What’s the best way to get around Quebec’s complex estate rules?
Open this photo in gallery: Illustration by The Globe and Mail Q: My wife is very risk averse…