How advisors can adjust retirement and estate planning for DINK couples

The Globe and Mail
July 7, 2025.

In her latest article, Diana Orlic, Senior Investment Advisor at Richardson Wealth, discusses how dual-income, no-kids (DINK) clients can address the risk of “lifestyle inflation,” “undersaving,” and planning for retirement and contributions to RRSPs and TFSAs.

She also explores how some clients are choosing “donor-advised funds” or gifts to extended family members.

*Globe Advisor subscription required.

Related articles

2025

Quebec’s iA Financial scoops up independent wealth manager RF Capital

July 28, 2025 - Dave Kelly: iA will allow the company to “unlock powerful opportunities across technology, product innovation, and operational scale — enhancing the…

1 minute read

2025

iA Financial Corporation to acquire RF Capital Group Inc.

iA Financial Corporation Inc. and RF Capital Group Inc. announced today that they have entered into a definitive agreement, pursuant to which iA will acquire…

1 minute read

2025

What advisors need to know before adopting SMAs and UMAs

July 21, 2025 - Susan O’Brien explains how separately managed accounts and unified managed accounts can allow advisors to delegate security selection while managing overall…

1 minute read