Insights
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Chapter 9: Probate, Trusts, and Estate Tax Minimizing Strategies
For your FREE E-reader Copy of Preserving Wealth, CLICK HERE “This is great coffee, Sandra,” said Uncle Wayne. “I wish you could talk your Aunt
The Estate Documents Conversation
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Living through the COVID-19 Pandemic has made more people review their
Simplifying the Timing of Canada Pension Plan (CPP) for Retirees
One question that arises often among retirees is, “When should we start taking CPP (Canada Pension Plan)?” Is it better to begin receiving benefits as
Chapter Eight: Who Actually Owns The Inheritance?
For your FREE Copy of Preserving Wealth, CLICK HERE The rest of the week was a real scorcher. The temperature was still in the mid-thirties,
What is the difference between Saving for Retirement and Creating a Cash-flow for Retirement?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The following is an excerpt that describes the difference between saving
Chapter Seven: So, You’re an Executor – What are Your Duties and Liabilities?
For your FREE Copy of Preserving Wealth, CLICK HERE The first three days of our vacation were perfect. The temperature was near thirty degrees, with
Are Tax Free Savings Accounts Misnamed?
Three of our Best Insights for January 2025
Three of our Best Ideas for December
Game Plan Strategy – Wrap-Up 2024: A Simple Financial Checklist
Why the Legacy Conversation is Important
Why I Do What I Do
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
