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My top Article Picks from the past three years

My Top Article Picks from the Past 3 Years

Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd.  INTRODUCTION 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, I’ve selected the articles that stand out as essential reads, whether

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Planning your Retirement in the next 36 months

Planning Your Retirement in the Next 36 Months?

Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. Additional editing by ChatGPT. Are you considering retiring in the next 36 months, perhaps in 2024, 2025, or 2026? If so, it’s crucial to make sure you’re on the right financial path. Facing Key Challenges in Retirement Planning

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Tax and withdrawel strategies

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

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Retirees' Tax Planning Checklist

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

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The Four Essential Family Conversations

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

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What are the Retirement Income Planning Options?

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

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Spend the Money
Blog

“Spend the Money”: A Gentle Reminder That Life Is Happening Now

Intro: If you’ve ever felt guilty about spending your own money—even after a lifetime of saving – it turns out, you’re not alone. In a ...
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Ever feel like your financial plan has to be perfect?
Blog

“Why Being ‘Less Wrong’ Might Be the Best Plan”

Ever feel like your financial plan has to be perfect? It doesn’t. In fact, trying to make it perfect can actually hold you back. I ...
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Jack Lumsden can help you retire with confidence
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The Story of Chandler and Monica Retiring with Confidence

How Chandler & Monica Went From “Do We Have Enough?” to Retiring with Confidence Chandler (70) and Monica (73) were in a solid financial position ...
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The Essential Family Conversations You Should Be Having
Blog

The Essential Family Conversations You Should be Having

When the world experienced COVID-19 globally, it brought family planning and care issues to the forefront for many families as concerns for their loved ones ...
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Jack Lumsden can help answer questions on RESPs
Blog

Registered Education Savings Plan (RESP)

My kids are 18 and 20, does setting up a new Registered Education Savings Plan (RESP) still make sense? A new client asked if it ...
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Three articles on retirement income planning
Blog

Three of Our Best Insights for September

Monthly One – Two – Three Newsletter RESOURCE: What is Your Bear Market Plan in Retirement?   Unfortunately, market declines and recessions will happen regularly, ...
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The Definitive Guide to Protecting, Investing, and Transferring Wealth.

You can purchase a Hard Copy of Preserving Wealth HERE

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Book icon of Preserving Wealth - The Next Generation written by Jack Lumdsen, MBA, CFP.

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