Insights
Learn More About Retirement Planning & Wealth Management
Optimal Timing for Initiating Old Age Security Benefits
One of the pivotal questions frequently encountered by retirees is, “When should I start Old Age Security (OAS) benefits?” Should OAS be commenced at age 65, or would it be more advantageous to delay starting OAS to age 70? Understanding Old Age Security (OAS) Old Age Security is a monthly
What is the Eldercare Conversation?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The COVID-19 Pandemic highlighted the key issue of Eldercare in Canada and why everyone should include an Eldercare strategy in their financial plan. In my experience, this is an essential conversation that clients are having with
Appendix A: Uncle Wayne’s Top Estate Planning Tips
For your FREE E-reader Copy of Preserving Wealth, CLICK HERE For more information, refer to Preserving Wealth: The Next Generation – The definitive guide to protecting, investing, and transferring wealth by Jack Lumsden, MBA, CFP®. Buy Preserving Wealth CLICK HERE For your FREE Copy of Preserving Wealth, CLICK HERE
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 Jen into buying the good stuff. She always gets coffee on sale, and it’s so weak that I end up needing a whole pot just
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 estate plans and ensure they have what is required. A critical part of this review is to include an Estate Documents Conversation with their family.
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 early as possible or defer them longer? Understanding Canada Pension Plan (CPP) The Canada Pension Plan (CPP) is a government pension program that provides lifelong
RRSP Maturity Options: What You Need to Know
He Starts Now. She Waits. CPP and Retirement
Why Every Retiree Needs a Bear Market Plan
Three of our Best Insights for March
How to Avoid Losing Money in the Stock Market
Game Plan Strategy: Beneficiary Financial Checklist
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The Definitive Guide to Protecting, Investing, and Transferring Wealth.
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