Preparing a decumulation plan on how assets are going to be used in retirement is an added value that financial advisors should be offering clients.
The decumulation feature is a new optimization tool for the decumulation phase of a client’s life. Learn how to use this feature and integrate it into your practice.
When markets become volatile, advisors need to be proactive in their client communications. Taking control of the narrative clients are hearing is important because there are numerous sources of information that are bombarding your clients at this time.
With the release of RazorPlan Plus some powerful new features were added. This video demonstrates these new features and gives you an idea of the power of RazorPlan Plus.
There are many circumstances where the value provided by a professional financial planner outweighs the potential savings of technology. For six situations you should consider, read the full article at davefaulkner.ca.
In the financial planning community, the first 60 days of a year means RRSPs take centre stage. During this time advisors are often too busy to build a detailed financial plan for their clients but still need to give good advice in a timely manner.
RazorPlan’s RRSP vs. Mortgage calculator lets advisors compare investing a lump-sum in an RRSP today versus paying down a mortgage and investing future mortgage savings into an RRSP.
The TFSA vs. RRSP calculator is designed to compare investing in the 2 most popular tax-assisted investment available to Canadians.
RazorPlan’s RRSP vs. Non-RRSP Calculator compares investing in a tax deferred account versus investing in a taxable account.
With more and more Canadians building up unused RRSP contribution room, one strategy that can be used to eliminate this contribution room is an RRSP Loan.