Contents: testamentary trusts to go, rebalancing, trailer fees must go, alternative mutual funds, Madoff: index funds the best, financial abuse, reverse-mortgage abuse, third party custodians, Canada housing up a little- but has it peaked? U.S. housing strength sustainable? Florida: state with highest foreclosures, still no pension reform in Canada, $1M illusion, higher UK rates reduce […]

Contents: Professionalism in finance a requirement for rebuilding trust, watch out for impact of rising rates on “can do no wrong” dividend/yield favoring strategies, options trading even more damaging than stock trading, U.S. home prices advance broadly, U.S. estate tax changes lighten burden on snowbirds, PBGC protects itself/pensioners against financial manipulation, pensions: “that which can’t […]

Contents: Is the financial advice business a profession? retirement plan assuming working past 65 is flawed, required retirement income? the truth about fees, travel health insurance a must, life insurance covering LTC costs?  forecasting is difficult-especially about the future, global house prices, Canadian home prices to drop despite strong property buying interest? realtors: Palm Beach […]

Contents: Risk tolerance questionnaires, flexibility/adaptability the only “set-and-forget” retirement strategy, Canada’s housing bubble to burst or gradually deflate, Peter Munk places his bets on Toronto condo market, Fink: retirement savings must be mandatory, small business IRAs and 401(k)s, OTPP: Pension Plan Evolution, debt-to-income ratio, hand-to-mouth living by 50M Americans, Bitcoin vs. central banks, Madoff not […]

Contents: Documentary: “The retirement gamble”, “senior specialists”, impact of rising interest rates in target-date funds, tax time a good time for retirement plan review, Vanguard’s Total International Bond ETF coming, US housing up, rentals’ impact on neighborhoods, cost of home ownership, pension may be enough- if it is a government pension, more expanded-CPP talk but […]