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Serving Burlington, Oakville & Surrounding Areas

REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH

Rebalancing your portfolio

Rebalancing Your Portfolio

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Today we are going to be reviewing portfolio rebalancing, and how

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checklist year end
Blog

2022 Year-End Planning Checklist

The end of the year is a great time to take a quick review of your personal finances to determine if you have any action …

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4 percent rule
Blog

4 Things Retirees Should Know About the 4% Rule

When people are looking to make the transition to retirement, they want to know how much they can spend each year without running out of …

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What you owe and own
Blog

Chapter 2: THE DOUBLE O’s – What You OWN and What You OWE

Chapter 2: THE DOUBLE O’s – What You OWN and What You OWE Even though the first meeting was set for our cottage, I was …

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Market Turndown and Recession
Blog

What to do during a Market Downturn or Recession

With the market decline this year and a potential recession, people want to know what they should do with their investments and financial plans. You …

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Transition to Retirement
Blog

Your Retirement Road Map: How to Make the Transition to Retirement

White Paper INTRODUCTION Likely you have worked most or all your adult life, often for over 30 years. At some point you will be looking …

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Risks to Retirement
Blog

Six Unique Risks to Retirement Income Planning

As part of the retirement income planning puzzle, there are several unique risks or challenges that you must account for in your planning for retirement …

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Preserving Wealth

 

 

 

Get Your FREE HARD COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION

The definitive guide to protecting, investing, and transferring wealth.

For a FREE E-book copy of Preserving Wealth, CLICK HERE

Also available to Purchase in Hard Copy HERE

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