Retirement Advice and News

Caroline Tapken

7mo

Planning your life after retirement is just as important as the financial planning Whilst most people are well aware of the financial planning needed for retirement, life planning often takes a back seat. It is assumed that everything will work itself out.

Sharon McKimm

6mo

“You are never too old to set a new goal or dream a new dream.” – C.

Ramsey Alwin

4mo

When we think about retirement, our mind conjures up images of tranquility and enjoying time with family and friends. We see ourselves as finally taking up that hobby we are now neglecting, learning new things, going for hikes in nature.

David Packer, CRPC

1y

Rather than being the end of a career, retirement is the beginning of life’s next chapter. This season can span decades and require sizable assets to take care of all our needs during these non-working years.

Fred Barstein

1y

Like with diversity, lack of mindfulness crippling retirement industry The term “mindfulness” has become quite popular, overused and misunderstood. Yet what we now know about mindfulness was developed 2600 years ago and, while interest has grown, the principles and methods have not changed dramatica

Patty Lumpkin

6mo

The value-driven workplace and its implications for retirement plans Your workplace may be evolving in many facets, from remote options to new generations coming into the workforce. These changes reflect those of the larger social climate and, in turn, employee priorities, values and expectations.

Amy Davis

8mo

The short answer to the question of whether you can force retirement is simple: No. Mandatory retirement based on age, while a practice of employers in the past, was prohibited by the federal Age Discrimination in Employment Act (ADEA) in 1967.

Alpesh Patel OBE

11mo

Everybody wants a comfortable retirement. It's never too early to start saving for life after work, but what happens when you are at or near retirement? Should you keep doing the same thing? Or should your retirement strategy change? Saving money is essential if you want to enjoy your retirement.

Chris Keefe, M.Sc.

6mo

When we start to think about retirement planning, we're often guilty of not considering how our retirement impacts more than just ourselves. Families continue to widen in definition – more than half of Canadians consider family “anyone they love and care for, whether they are related by blood, marri

Paul Auslander, CFP®

11mo

You’ve spent years planning and saving for your retirement. And then, out of the blue, your employer hands you an early retirement offer that could change everything.

Olwyn Alexander

12mo

A significant shortfall in pension savings is putting billions of people at risk of severe hardship in later life. How can the retirement industry help close the pensions gap, while capitalising on the immense potential for innovation and further growth? Our recently published Retirement in America: