Planning and Advice

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Planning and Advice

Exit Planning: Closing up shop

(December 2007) The process of selling a practice or book of business can be a standard business transaction. But it is not quite cut and dried because a practice in transition is a dynamic environment. The ‘real’ work truly begins once the sale has closed. This is a busy time for both the seller and […]

By Cindy Jenner Cowan |December 17, 2007

5 min read

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Planning and Advice

Most women are still without a financial plan

(December 2007) Despite more women being in the workforce, the vast majority of females don’t have a financial plan. A new TD Waterhouse poll says only 25% of women seek investment advice from an advisor and just four in 10 pay off their credit cards each month. “Women have a tendency to be very nebulous […]

By Bryan Borzykowski |December 11, 2007

4 min read

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Planning and Advice

Need good gifts? Put a charity under the tree

(December 2007) Forget trinkets this season — your employees and clients don’t need another pen set. They don’t need sweaters or socks from family members. In fact, the majority of those surveyed say they don’t really need anything at all this year. In an Ipsos Reid survey of 1,429 adults, asking each about the things […]

By Kate McCaffery |December 10, 2007

2 min read

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Planning and Advice

Mackenzie publishes charitable giving book for children

(December 2007) Charitable giving and financial education for children are both emerging and increasingly recognized in the industry as the feel-good discussion points that can draw whole families into the financial planning process. The two trends have come together in the form of a new children’s book from Mackenzie Financial, written and illustrated to help […]

By Kate McCaffery |December 5, 2007

3 min read