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The Boomers Retire: A Guide for Financial Advisors
and Their Clients provides practical guidance for financial advisors and
their clients.
There are more than four million Canadians over the age
of 65, and the proportion of seniors is expected to double in the next quarter
century. Statistics Canada reports that the 50 to 69 age group will be the
fastest growing in Canada in the period 2001–2011, and in 10 years,
retirees will outnumber newcomers to the workforce. Over five million Canadian
boomers hope to retire in this decade. The shift from planning for retirement
is now on to living in retirement. |
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The Boomers Retire: A Guide for Financial
Advisors and Their Clients explains how to:
- Create a regular income from government benefits,
employer pensions, and personal savings.
- Take advantage of new financial products such as
guaranteed minimum withdrawal benefits and long-term care insurance.
- Reduce taxes through income splitting and the new
Tax-Free Savings Accounts (TFSAs).
- Implement effective investment strategies during
retirement.
- Evaluate the pros and cons of various housing
options such as condos, life lease arrangements, retirement communities.
- Understand the tax and estate planning implications
of moving to a country property, living in a seniors' community, becoming a
snowbird, or relocating permanently outside of Canada.
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About the author:
Lynn Biscott,
CFP, R.F.P., has been involved in the financial services industry as a human
resources executive, fee-only financial planner and independent consultant, for
more than 20 years. Since 1999, she has operated her own firm, Fernwood
Consulting Group Inc., which specializes in financial education and
communications. Throughout her career, she has been involved in the design and
delivery of training programs, and in the development of written materials on
financial planning issues. |
| DESCRIPTION |
| Author |
Lynn Biscott, CFP. R.F.P. |
| Publisher |
Carswell |
| Year of release |
2010 |
| Format |
Softcover |
| Pages |
302 |
| Catalogue No. |
978-0-7798-3461-7 |
| Price |
49.00$ |
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| Bilingual |
No |
| Available in French |
No |
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2000-2012
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Téléphone: (514) 954-1633 · Ligne sans frais:
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