Insights

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Three Insights for August on financial and retirement planning.

Three of our Best Insights for August

Our Monthly 3-2-1- Newsletter RESOURCE: Preserving Wealth: Chapter Four, Tax Concerns, RRSPs and TFSAs. Uncle Wayne, with his wealth of financial knowledge, shared invaluable lessons on tax concerns, RRSPs, and TFSAs. Understanding these concepts can significantly impact your financial planning and retirement success. In this chapter summary, we’ll walk you

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Game Plan Strategy for August is Top Financial Goals.

Game Plan Strategy: August Financial Checklist

This Month’s Focus: Are These Really Your Top Financial Goals? If I asked you to name your top 3 financial goals, what would you say? Most people can answer pretty quickly. But here’s something interesting: When given a broader list of goals to look at first, 73% of people changed

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Insurance & Risk Management Financial Checklist

Insurance & Risk Management Financial Checklist

Your insurance and risk planning are big pieces of your overall financial picture. Use this checklist to make sure your coverage still fits your goals and any life changes. 1. Review Your Current Insurance ☐ Make sure all your policies are active and current☐ Double-check policy details and listed beneficiaries☐

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Deciding on which financial planner to hire is a particularly important decision for families to make.

Questions to Ask When Interviewing a Financial Planner

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Deciding on which financial planner to hire is a particularly important decision for families to make. The following are key questions that FP Canada has designed to help in the selection process. How to Interview a

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Smart tax planning can make a real difference. If you'd like to review your plan or have questions about anything on this checklist, we’re here to help.

Game Plan Strategy: Your Monthly Financial Checklist

This Month’s Focus: Tax Planning Tips to Keep More of What You Earn Smart tax planning can make a real difference—not just today, but over the long run. This month’s checklist gives you proactive steps to help lower your tax bill and avoid common oversights. Taking just a few minutes

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Three Insights for July 2024 by Jack Lumsden, MBA, CFP®

Three of our Best Insights for July

Our Monthly 3-2-1- Newsletter RESOURCE: Preserving Wealth: Chapter One, What are the 7 Key Lessons for Inheritance and Financial Planning?  In the first chapter of Preserving Wealth for the Next Generation, we are introduced to a family gathering at their father’s summer cottage in Honey Harbour. It’s the opening weekend of

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Three Insights for August on financial and retirement planning.
Blog

Three of our Best Insights for August

Our Monthly 3-2-1- Newsletter RESOURCE: Preserving Wealth: Chapter Four, Tax Concerns, RRSPs and TFSAs. Uncle Wayne, with his wealth of financial knowledge, shared invaluable lessons ...
Read More →
Game Plan Strategy for August is Top Financial Goals.
Blog

Game Plan Strategy: August Financial Checklist

This Month’s Focus: Are These Really Your Top Financial Goals? If I asked you to name your top 3 financial goals, what would you say? ...
Read More →
Insurance & Risk Management Financial Checklist
Blog

Insurance & Risk Management Financial Checklist

Your insurance and risk planning are big pieces of your overall financial picture. Use this checklist to make sure your coverage still fits your goals ...
Read More →
Deciding on which financial planner to hire is a particularly important decision for families to make.
Blog

Questions to Ask When Interviewing a Financial Planner

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Deciding on which financial planner to hire is a particularly important ...
Read More →
Smart tax planning can make a real difference. If you'd like to review your plan or have questions about anything on this checklist, we’re here to help.
Uncategorized

Game Plan Strategy: Your Monthly Financial Checklist

This Month’s Focus: Tax Planning Tips to Keep More of What You Earn Smart tax planning can make a real difference—not just today, but over ...
Read More →
Three Insights for July 2024 by Jack Lumsden, MBA, CFP®
Blog

Three of our Best Insights for July

Our Monthly 3-2-1- Newsletter RESOURCE: Preserving Wealth: Chapter One, What are the 7 Key Lessons for Inheritance and Financial Planning?  In the first chapter of Preserving ...
Read More →

Download your FREE COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION

The Definitive Guide to Protecting, Investing, and Transferring Wealth.

You can purchase a Hard Copy of Preserving Wealth HERE

Download Your FREE copy of our White Paper: ‘Your Retirement Road Map: How to Make the Transition to Retirement’ HERE

Book icon of Preserving Wealth - The Next Generation written by Jack Lumdsen, MBA, CFP.

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