The Boomers Retire: A Guide for Financial Advisors and Their Clients, 2nd Edition
Written by Lynn Biscott, CFP, R.F.P.
Published by Carswell, 2010.
| 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 20012011, 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.
Financial planning expert Lynn Biscott shows you tax-effective strategies to maximize revenue from government benefits, employer pensions, personal savings, and employment income. She explains each of these sources of income, what they provide, and how clients can optimize the returns from each one. And since retirement isn't just about money, she covers important life-planning issues such as choosing a place to live and leaving a legacy.
The Boomers Retire: A Guide for Financial Advisors and Their Clients explains how to:
From the same author:
The Fingertip Guide: A Reference for Financial Planners
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This page last modified: July 14, 2011
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