All items tagged with: home equity

Do Your Clients Have Good Debt or Bad Debt?

Posted: October 03, 2017
Posted in: Strategic Thinking , Debt Management, Financial Advisor, knowledge bureau, Evelyn Jacks, retirement planning, ce credits, home equity, financial education, tax reform, CE summits, financial planner, mortgage rates, interest rates Canada, unfair tax changes, Distinguished Advisor Workshops

Canadian household debt hit a record in the second quarter of this year, at $1.68 of debt for every dollar of income. As interest rates increase and debt levels soar, your clients run the risk of much greater uncertainty about their financial security.

Home Equity Enough to Fund Retirement?

Posted: March 06, 2014
Posted in: Strategic Thinking, Distinguished Mastery, Investment & Retirement, Succession & Estate Planning , retirement planning, home equity

We have learned that Canadians are wealthier today in large part because of the equity in their homes. Will that be enough to supplement retirement needs after downsizing to a small place? Let’s put some numbers to it to find out.