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The Boomers Retire: A Guide for Financial Advisors and Their Clients, 2nd Edition

The Boomers Retire: A Guide for Financial Advisors and Their Clients, 2nd Edition    
Format Softcover
Catalogue No. 978-0-7798-3461-7
Pages 302
Language English
Price $49.00
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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 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.

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:
  • 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.
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.

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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