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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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Probate Trusts and Estate Tax

Why Probate May be a Good Thing!

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Much has been written about the various strategies to avoid probate fees or the estate administration tax.  The reason is simple, in Ontario, probate fees are 1.5% of the estate over $50,000.  This fee is applied

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Differences in Investment Classes discussion by Jack Lumsden, MBA, CFP®

What are the Different Investment Classes?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Before you invest your money, you should understand what the actual investment is. The following passage describes the three basic investment classes. Alice had listened politely but was clearly get­ting impatient. “So, Uncle Wayne, you know

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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 →
Probate Trusts and Estate Tax
Blog

Why Probate May be a Good Thing!

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Much has been written about the various strategies to avoid probate ...
Read More →
Differences in Investment Classes discussion by Jack Lumsden, MBA, CFP®
Blog

What are the Different Investment Classes?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Before you invest your money, you should understand what the actual ...
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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