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The Financial Planner for 50+
The Complete Guide for Every Canadian over 50
Andrew Dagys

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Canadians over 50 possess over $700 billion in discretionary savings, yet over 65% resides in near-cash, low-yield guaranteed investments.

With mortgages mostly paid off, millions of 50+ Canadians are now earning, inheriting, and investing billions of dollars. But are they investing in the right financial instruments and markets? Are they knowledgeable about the role of tax, estate, and insurance planning in preserving their hard-earned capital?

The Financial Planner for 50+ addresses the financial needs of mature Canadians. This book reveals higher-yielding guaranteed investments that 50+ Canadians should be aware of. In addition, there are many new equity-oriented financial products that are ideal for the Canadian investor. The Financial Planner for 50+ spotlights these new, creative, tax-advantaged, and better yielding "managed investments," which include segregated funds, systematic withdrawal plans, and REITs. All are growing steadily in popularity.

Also inside are strategies for:

  • preserving and growing capital
  • reducing and deferring taxes
  • estate planning
  • maximizing cash flows and controlling expenses

About the Author
Andrew Dagys is the author of three books for mature Canadians, including The Internet for 50+, Revised and Updated and The Ontario Retirement Handbook. He is currently a business advisor with the Workplace Safety and Insurance Board. Through his company, The Treetop Group, he provides retirement management services, and works to introduce the Internet and personal computers into retirement homes and communities. He lives in Toronto.

Title: The Financial Planner for 50+: The Complete Guide for Every Canadian over 50
Edition:  
ISBN: 0-13-015994-8
Copyright:  ©2000
Pages: 256
Book Type: paper
Format: 5-7/8 x 9
Price: $21.95
Subject(s):  Personal Finance, 50+