Insights
Learn More About Retirement Planning
What are the tax and withdrawal strategies for Retirement Income?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The following is an excerpt that describes retirement tax strategies. Tax and Withdrawal Strategies “This all sounds very complicated,” Mark commented. “How do you review the various tax strategies?” “First of all, you need a great
Retirees’ Tax Planning Checklist
Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. For your FREE Copy of Preserving Wealth, CLICK HERE In the 2023 Fidelity Retirement Report, retirees’ # 1 concern was minimizing taxes. This is unsurprising since taxes are the majority of retirees’ most significant unwanted expenses. If retirees
Appendix B: The Four Essential Family Conversations
For your FREE Copy of Preserving Wealth, CLICK HERE The Estate Documents Conversation The estate documents conversation is a conversation you should have with your parents, children, executors, and powers of attorney to review and discuss the following key issues: With your parents: With your children: With your
What are the Retirement Income Planning Options?
Retirement Income Planning Options Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® For your FREE E-Copy of Preserving Wealth, CLICK HERE “There are five main options to achieve the cash flow you desire from your own assets: income only investing income-focused investing. guaranteed income: life
Annuities Update for Retirees: Creating A Personal Pension Plan
For your FREE E-Copy of Preserving Wealth, CLICK HERE In recent years, annuities have gained renewed appeal for retirees due to the shift in interest rates. This article explores annuities and why they could benefit your retirement income strategy. Understanding Annuities – Your Personal Pension Plan An annuity is a contract
Exploring the New FHSA: A Savings Plan for Your First Home
Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. Additional editing by ChatGPT. Are you a Canadian resident dreaming of owning your first home? (unfortunately, with housing prices and mortgage rates today, often it is only a dream.) As of April this year, a new savings plan
Insurance & Risk Management Financial Checklist
Questions to Ask When Interviewing a Financial Planner
Game Plan Strategy: Your Monthly Financial Checklist
Three of our Best Insights for July
Why Probate May be a Good Thing!
What are the Different Investment Classes?
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The Definitive Guide to Protecting, Investing, and Transferring Wealth.
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