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Learn More About Retirement Planning & Wealth Management
![Financial Advisors](https://jacklumsden.com/wp-content/uploads/2022/08/Where-do-Financial-Advisors-Work-1.jpg)
Where do Financial Advisors work?
If you are unwilling to create and manage your own Retirement Road Map, you will want to find an advisor that specializes in working with
![Will and Power of Attorney planning](https://jacklumsden.com/wp-content/uploads/2022/07/Planning-your-Will-and-Powers-of-Attorney.jpg)
Planning your Will and Powers of Attorney
A common question we received is what we should consider when planning our wills and powers of attorney. The following excerpt from the Book –
![Retirement Income Withdrawel Strategies](https://jacklumsden.com/wp-content/uploads/2022/07/Retirement-Income-Wthdrawal-Strategies.jpg)
Retirement Income Withdrawal Strategies
Retirement Income Withdrawal Strategies In our conversations with people making the transition from their working years to retirement, many have done a great job of
![Tax Free First Home Savings Account](https://jacklumsden.com/wp-content/uploads/2022/06/What-is-the-Tax-Free-FIrst-Home-Savings-Account-1.jpg)
What is the Tax-Free First Home Savings Account?
In the 2022 Federal Budget, the federal government proposed a new savings vehicle for first-time home buyers. The Tax-Free First Home Savings Account (FHSA) is
![Ontario Staycation Tax Credit](https://jacklumsden.com/wp-content/uploads/2022/06/Ontario-Staycation.jpg)
Ontario Staycation Tax Credit
If you are travelling in Ontario this year, be sure to keep track of your accommodation expenses as they can help you reduce your taxes.
![Invest in the Stock Market](https://jacklumsden.com/wp-content/uploads/2022/06/stock-market.jpg)
Why Invest in the Stock Market?
With the current stock market gyrations, people may wonder why they should invest in the stock market at all since stocks are not guaranteed and
What is Your Bear Market Plan in Retirement?
Preserving Wealth: Chapter Three, Retirement Income and Cash Flow Planning
Essential Insights from the Double O’s: Chapter Two
Retirement Tax Layering: Partial RRIF/RRSP Conversion
What are 7 Key Lessons for Inheritance and Financial Planning?
What Should We Do with the Change in Capital Gains Tax?
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.](https://jacklumsden.com/wp-content/uploads/2021/09/jackbook.png)