Insights
Learn More About Retirement Planning
Insights
Learn More About Retirement Planning
How Does Retirement Spending Change as You Age?
As people transition into retirement or semi-retirement, they often wonder how much they can safely spend without running out of money. Although no one can predict exactly how much they will spend 30 years from now, creating a projection is essential for planning. On average, retirees tend to spend less
Preserving Wealth: Chapter Four, Tax Concerns, RRSPs and TFSAs
Authored by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. For your FREE Copy of Preserving Wealth, CLICK HERE Uncle Wayne, with his wealth of financial knowledge, shared invaluable lessons on tax concerns, RRSPs, and TFSAs. Understanding these concepts can significantly impact your financial planning and retirement success.
What is Your Bear Market Plan in Retirement?
Just like the sketch above by Carl Richards, becoming more conservative after a market decline is not a strategy but a reaction. Everyone should have a plan in place before any market decline or bear market. Unfortunately, market declines and recessions will happen regularly, so your financial and retirement plans
Preserving Wealth: Chapter Three, Retirement Income and Cash Flow Planning
Authored by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. For your FREE Copy of Preserving Wealth, CLICK HERE Uncle Wayne discusses retirement income and cash flow planning as critical aspects of financial planning, particularly as individuals transition from working to retirement. He delves into the intricacies of
Essential Insights from the Double O’s: Chapter Two
Authored by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. For your FREE Copy of Preserving Wealth, CLICK HERE Chapter 2 delves into the importance of assessing one’s financial standing through the “Double-O Lists” – what you Own and what you Owe. Set in a familial setting, Uncle
Retirement Tax Layering: Partial RRIF/RRSP Conversion
Authored by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. Additional editing by ChatGPT. For your FREE Copy of Preserving Wealth, CLICK HERE Introduction Retirees contemplating their financial strategy often find value in Retirement Tax Layering which is strategically converting a portion of their RRSPs to RRIFs before
Should I Transfer the Ownership of My House or Investment Account into Joint Ownership
What Do I Do if I Don’t want to be An Executor?
Risks to Retirement Income Planning
What is the First Step to Creating your Financial Road Map for Retirement?
The Six Levers to Retirement Income Planning
The Four Pillars to a Successful and Happy Retirement
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
