Insights
Learn More About Retirement Planning
Insights
Learn More About Retirement Planning
What is the Next Gen Education Conversation?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® It has been my experience that personal finance has not been taught well in high school
Are Tax Free Savings Accounts Misnamed?
Excerpt from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® “Ok, smarty pants, what about TFSAs? How do they fit in?” I added. Sandra glared at
Three of our Best Insights for January 2025
Our Monthly 3-2-1- Newsletter Our blog has grown tremendously over the last three years, with over 100 posts, each aimed at providing valuable insights into financial planning. In this compilation,
Three of our Best Ideas for December
Our Monthly 3-2-1 Newsletter Wrap-up 2024: A Simple Financial Checklist As we approach the end of 2024, now is the perfect time to take stock of your finances and make
Game Plan Strategy – Wrap-Up 2024: A Simple Financial Checklist
We’re here to help you reach your financial goals. Each month, take a few minutes to check in on these key areas of your plan. A little time now can
Why the Legacy Conversation is Important
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The Legacy conversation is an important talk to have with your children and beneficiaries in order
Download your FREE COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION
The Definitive Guide to Protecting, Investing, and Transferring Wealth.
