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Avoiding Adviser Fraud
Categories: Masters of MoneyTags: Adviser, Fraud, SeniorsSeniors are a prime market for advisers because they’re living off savings they’ve accumulated over a lifetime, and they’re also required to...
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Financial concerns of younger versus older seniors
Categories: Masters of MoneyTags: CPP, Financial Planning, OAS, retirement, retirement planning, RRIF, rrsp, SeniorsUntil relatively recently, most people who retired after decades of work had been...
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Advice for the “Sandwich Generation”
Categories: Masters of MoneyTags: Aging, expenses, Family, Seniors, StressIt can seem overwhelming if you are simultaneously caring for young children or funding grown kids for college while also...
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Dealing with dementia: 5 ways to plan ahead financially
Categories: Masters of MoneyTags: Aging, dementia, Planning, Power of Attorney, SeniorsDealing with finances and investments can be particularly hard for someone struggling with dementia. And that’s...
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Family matters: having the money talk with aging parents
Categories: Masters of MoneyTags: Aging, Estate Planning, Family, SeniorsHaving conversations about money with elderly family members can be challenging. It is, however, a crucial thing to do. Here are...
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5 ways to tap your home for cash in retirement
Categories: Masters of MoneyTags: Home Equity, Real Estate, Renting, retirement, Retirement Income, SeniorsWhether you’re planning on selling or staying, here are a few ways you can tap into your home...
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RRIFs and what every senior needs to know
Categories: Masters of MoneyTags: Federal Budget, Government, retirement, RRIF, Seniors, TaxesYou can’t avoid death or taxes but with a bit of planning, a RRIF can be structured to minimize investment...
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Police Conference on Aging Population
Categories: Investing BasicsTags: education, Financial Literacy, OSC, SeniorsInvestor Office staff attended the Toronto Police Service’s 2015 Community Police Consultative Conference on the city's...
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