Insights

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What are the risks to Retirement Income Planning?

What are the Risks to Retirement Income Planning?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The following is an excerpt that describes some of the risks to retirement income planning. “That’s a great analogy, Uncle Wayne. I can see how it’s important to make sure you have a great plan as

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Optimal Timing for Old Age Security Benefits

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

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This is an essential conversation that clients are having with their parents when they reach their mid-70s, and clients in their mid-70s have with their children.

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

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Uncle Waynes Top Estate Planning Tips

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

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Smart tax planning can make a real difference. If you'd like to review your plan or have questions about anything on this checklist, we’re here to help.
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Game Plan Strategy: Your Monthly Financial Checklist

This Month’s Focus: Tax Planning Tips to Keep More of What You Earn Smart tax planning can make a real difference—not just today, but over ...
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Three Insights for July 2024 by Jack Lumsden, MBA, CFP®
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Three of our Best Insights for July

Our Monthly 3-2-1- Newsletter RESOURCE: Preserving Wealth: Chapter One, What are the 7 Key Lessons for Inheritance and Financial Planning?  In the first chapter of Preserving ...
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Probate Trusts and Estate Tax
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Why Probate May be a Good Thing!

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Much has been written about the various strategies to avoid probate ...
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Differences in Investment Classes discussion by Jack Lumsden, MBA, CFP®
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What are the Different Investment Classes?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Before you invest your money, you should understand what the actual ...
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Blog banner on What is the Process Once You Hire a Financial Advisor.
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What is the Process Once you Hire a Financial Advisor?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® I was speaking to someone on the phone a couple of ...
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A couple ready to plan their retirement is asking the question how their financial advisor gets paid.
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How Do Financial Advisors Get Paid?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® It is important to understand how a financial advisor is compensated ...
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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

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

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