Insights
Learn More About Retirement Planning
Insights
Learn More About Retirement Planning
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
What are 7 Key Lessons for Inheritance and Financial Planning?
Preserving Wealth for the Next Generation In the first chapter of Preserving Wealth for the Next Generation, we are introduced to a family gathering at their father’s summer cottage in Honey Harbour. It’s the opening weekend of summer, but it’s filled with mixed emotions, as the family is coming to
What Should We Do with the Change in Capital Gains Tax?
For your FREE Copy of Preserving Wealth, CLICK HERE The latest budget has proposed an increase in the capital gains inclusion rate for individuals, corporations, and trusts starting June 25, 2024. However, this part of the legislation is being introduced separately from the main bill. Should you do anything before
What are the Two Main Types of Risks when Investing?
For your FREE Copy of Preserving Wealth, CLICK HERE Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® There are basically two main types of risk: Capital Preservation Risk and Inflation Risk. “Capital preservation risk is the risk that your capital is not there when
So, You’re an Executor – What are Your Duties and Liabilities?
The Four Essential Family Conversations
Nine Tax Strategies to Pay Less Tax in Retirement
The Three Estate Buckets
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?
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
