New demands on boomers pressure legacy and retirement plans- Peter Drake
Jun 23, 2016
New demands on boomers pressure legacy and retirement plans
Interview of Peter Drake |
In part one of a three-part series, “Fresh perspectives on estate planning,” Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, gives tips on how to help clients balance funding their own retirement with their desire to help the next generation with skyrocketing real estate and education costs.